Zocks vs Inflows

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

Inflows: Elevating Professional Networking for Registered Investment Advisors and Registered Affiliates Inflows is the exclusive networking platform designed specifically for US Registered Investment Advisors and registered affiliates who are looking to stay ahead in an industry often cluttered with distractions. With Inflows, engage with a like-minded community in a private, purpose-built space. - Investment Professional Engagements: Connect with financial advisors, asset managers and financial service providers in a platform tailored for real, industry-focused interaction. - Real-Time Discussions: Participate in insightful discussions that keep you updated on the latest trends and best practices in the investment field. - Exclusive Insights: Access user-generated content from thought leaders and influencers to enrich your understanding and expertise. - Microblogging: Enjoy a walled-garden environment designed for professional conversations, giving you a space to share insights and engage with your peers. - Events & Calendar: Create events, send invites, and manage commitments with our built-in event and calendar tools, ensuring you and your followers never miss an important gathering. - Connections: Discover RIAs open to succession planning, strategic partnerships, job opportunities, and collaborations. Join Inflows today and become part of an exclusive, elevated community dedicated to continuous learning, meaningful exchanges, and professional excellence. Here, the heartbeat of the US Registered Investment Advisory community thrives, and your path forward is redefined. Welcome to Inflows—where your exclusive network begins.