# Zocks > AI assistant for financial advisors to automate administrative tasks and enhance client interactions. (iPhone/iPad app by Zocks Communications, Inc..) - Source: https://appshunter.io/ios/app/zocks/id6443466353 (this page in markdown: same URL + `.md`) - Developer: [Zocks Communications, Inc.](https://appshunter.io/developer/1646200395) - Category: Business - Price: Free - Rating: 4.60/5 from 32 App Store ratings · 4 written reviews indexed - Age rating: 4+ - Requires: iOS 17.4 · 40 MB - Languages: American English - Released: 2023-12-05 - Data updated: 2026-08-26 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/zocks/id6443466353/reviews.md ## What is Zocks? The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone. Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you can focus on your clients. Trusted by thousands of advisors at leading firms including Commonwealth, Carson, Osaic, and RFG. MEETING PREP ANYWHERE - Get AI-generated prep notes pulling data from your CRM, emails, and past conversations - Review client history, action items, and discussion topics at a glance - See meeting participants and context - Send personalized prep emails directly from your phone - Perfect for last-minute reviews or when clients move meetings up CAPTURE EVERY CONVERSATION - One-tap voice recording for any client interaction - Add or remove participants during recording for accurate speaker attribution - Works for scheduled meetings and impromptu conversations - Privacy-first and FINRA compliant STAY ORGANIZED ON THE GO - View all upcoming meetings in one place - Calendar sync with meeting type indicators Join thousands of financial advisors saving 10+ hours every week. Download Zocks and transform how you work with clients. Questions? Contact support@zocks.io or visit zocks.io ## Key features - 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 ## Recent user reviews (4 of 4) All indexed reviews: https://appshunter.io/ios/app/zocks/id6443466353/reviews.md ### 1/5 — Can’t login *2026-07-31* 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. ### 3/5 — Fix Update Glitch *2026-06-02* 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. ### 5/5 — TOTAL GAME CHANGER *2025-11-18* 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. ### 5/5 — Amazing non recording AI tool *2025-10-02* This works amazing for In person, phone calls and virtual meetings!! Gives notes, emails, to dos, updates my other planning softwares. Incredible. ## Frequently asked questions about Zocks ### 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. ## Version history (last 5 releases) ### 3.1.36 — 2026-08-19 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. ### 3.1.35 — 2026-08-12 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. ### 3.1.34 — 2026-08-03 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. ### 3.1.33 — 2026-08-03 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. ### 3.1.32 — 2026-07-22 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. ## Apps similar to Zocks | App | Rating | Price | Category | | --- | --- | --- | --- | | [CSI - Search Business Intel](https://appshunter.io/ios/app/csi-search-business-intel/id6478509961) | — | Free | Business | | [Momos Business Manager](https://appshunter.io/ios/app/momos-business-manager/id1671757855) | 2.8 (17) | Free | Business | | [Travtus Gateway](https://appshunter.io/ios/app/travtus-gateway/id6476981381) | — | Free | Business | | [FinOpps](https://appshunter.io/ios/app/finopps/id6447267558) | 5.0 (2) | Free | Business | | [SparckCo](https://appshunter.io/ios/app/sparckco/id6737528253) | 5.0 (1) | Free | Business | ## Related topics [zocks](https://appshunter.io/ios/topics/zocks) · [zocks ai](https://appshunter.io/ios/topics/zocks-ai) · [diltalks advisor](https://appshunter.io/ios/topics/diltalks-advisor) · [pareto systems](https://appshunter.io/ios/topics/pareto-systems) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-26.*