Free

Details

  • Released
  • Updated
  • December 5, 2023
  • July 10, 2026
Zocks screenshot #1 for iPhone
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About

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

AI-generated meeting prep notes
CRM and email data integration
One-tap voice recording
Speaker attribution for conversations
Calendar sync with meeting indicators
Personalized prep email sending
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What's New in Zocks

3.1.31

July 10, 2026

We're constantly improving Zocks to save you more time with every client conversation. This update includes bug fixes and performance improvements to keep things running smoothly. - Check out the latest product updates on our blog: zocks.io/resources/blog - Enjoy using Zocks? Please leave a rating! Your feedback helps us improve.

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User reviews

Fix Update Glitch

The mobile version of Zocks is terrific, but when App updates are required, it interferes with the recording process.

The next step is to go to the App Store to update, but it does not indicate needing an update, until you click on the Zock’s icon. This makes users think an update is not required. It should also automatically update in the background.
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TOTAL GAME CHANGER

This is complete game changing for executive minded advisors. We can focus on connection and strategy and ideation…not note-taking. Plus easily share tasks & follow up activities.

Amazing non recording AI tool

This works amazing for In person, phone calls and virtual meetings!! Gives notes, emails, to dos, updates my other planning softwares. Incredible.

FAQ

What is Zocks?

Zocks is an AI assistant designed for financial advisors to help automate meeting preparation, documentation, and follow-up tasks, allowing them to save over 10 hours per week.

What devices does Zocks support?

Zocks is currently supported on iPhone and iPod devices.

Is Zocks free to use?

Yes, Zocks is available for free, making its powerful AI features accessible to financial advisors without upfront costs.

How does Zocks ensure privacy and compliance?

Zocks is built with a privacy-first approach and is FINRA compliant, ensuring that client interactions and data are handled securely and according to regulations.

Can Zocks integrate with my existing CRM?

Yes, Zocks can pull data from your CRM to generate AI-powered meeting preparation notes, helping you stay informed about client history and action items.

How often is Zocks updated?

The latest version of Zocks, 3.1.19, was released on March 26, 2026, indicating regular updates to improve functionality and reliability.

What do users like about Zocks?

Users appreciate Zocks for its ability to significantly reduce administrative time, with thousands of advisors saving over 10 hours weekly. Its AI-driven features for meeting prep and conversation capture are highly valued.

Does Zocks have ads?

No, Zocks does not contain advertisements, providing an uninterrupted user experience focused on productivity.