Zocks vs Practifi

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

Practifi on mobile. The intelligent companion to your wealth management CRM, built for the advisor meeting workflow. MEETING PREPARATION Walk into every client meeting fully prepared. Smart Notes pull together your CRM data, prior meeting notes, open action items, and relationship history into a complete client briefing on the meeting detail screen. Everything you need to know about your client, in one place, without the legwork. IN-PERSON MEETING RECORDING Tap record, set your phone on the table, and focus on the conversation. Every in-person meeting produces a full transcript, a summary, key topics, and follow-up suggestions. The meeting intelligence your virtual meetings already get, now in every face-to-face conversation. SUMMARIES & FOLLOW-UPS Browse upcoming and recent meetings organized by day. Search, filter, and find any meeting quickly. Review transcripts, summaries, and action items for completed meetings. Commitments made in conversation get captured and tracked, not forgotten. BUILT FOR WEALTH MANAGEMENT Practifi isn't a generic CRM bolted onto mobile. It's built for financial advisors and wealth management professionals. Meeting prep, recording, follow-ups, and client context in one native app. - Dark mode - Native iOS experience - Secure Salesforce authentication Requires an active Practifi subscription with Meeting Intelligence. Connects to your firm's Practifi environment, internet connection required.