Zocks vs Hey Quin

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

Quin is your smart executive assistant—handling meetings, follow-ups, and CRM updates so you can focus on what matters most. It works in a human-like way: understanding context, taking action, and following through across your tools. Quin takes work off your plate automatically: • Joins meetings and generates clear, structured notes • Triages your inbox and drafts personalized replies and follow-ups based on real conversations • Updates your CRM without manual entry • Surfaces key insights before and after meetings • Runs workflows in the background so nothing slips through the cracks How it works Connect your calendar, email, and CRM. Quin operates quietly in the background—capturing context, making decisions, and keeping everything up to date. No prompts. No busywork. No chasing notes. Built for relationship-driven work Quin is designed for advisors, sales teams, and professionals who manage relationships and need to move fast without dropping the ball. Why Quin • Save hours every week on admin work • Never miss a follow-up • Keep your CRM clean and accurate automatically • Walk into every meeting prepared Quin doesn’t just assist—it follows through.