Free

Details

Released
December 5, 2023
Updated
October 29, 2026
Zocks screenshot #1 for iPhone
Zocks screenshot #2 for iPhone
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Zocks screenshot #4 for iPhone
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About

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

✓AI-generated meeting prep notes
✓One-tap voice recording
✓CRM and email data integration
✓Client history and action item review
✓Personalized prep email sending
✓Calendar sync with meeting indicators
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What's New in Zocks

3.1.41

October 29, 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

Can’t login

My company uses Zocks and it works great on my desktop, but the iOS app has never worked. Can’t even login. My IT team has worked with Zocks for months and have never been able to get it to work.

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 specifically for financial advisors. It helps automate tasks such as meeting preparation, documentation, and follow-up, aiming to save advisors over 10 hours per week.

How does Zocks help with meeting preparation?

Zocks generates AI-powered prep notes by pulling data from your CRM, emails, and past conversations. It also allows you to review client history, action items, and discussion topics, and send personalized prep emails directly from your phone.

Can Zocks record client conversations?

Yes, Zocks offers one-tap voice recording for any client interaction. It supports adding or removing participants during recording for accurate speaker attribution and is designed to be privacy-first and FINRA compliant.

What devices does Zocks support?

Currently, Zocks is available on iPhone. The app was last updated on October 29, 2026, with version 3.1.41.

Is Zocks free to use?

Yes, Zocks is available for free. The app does not feature in-app purchases or advertisements, offering a completely free experience for users.

How often is Zocks updated?

The latest version of Zocks, 3.1.41, was released on October 29, 2026. While specific update frequency isn't detailed, this indicates active development and maintenance.

What is the user sentiment for Zocks?

Zocks has a strong user rating of 4.6 stars based on 36 ratings, suggesting positive user sentiment. Users appreciate its ability to streamline workflows and enhance client interactions.

Is Zocks suitable for advisors at large firms?

Yes, Zocks is trusted by thousands of advisors at leading firms, including Commonwealth, Carson, Osaic, and RFG. This indicates its suitability and adoption within the professional financial advisory community.