We help financial advisors save more time than they ever imagined.

Reduce 70% of your post-meeting tasks with AI

For years, financial advisors have spent endless amounts of time doing mundane tasks:

  • Taking loads of notes during every client or prospect interaction.

  • Re-reading and combing through those notes to find to-do’s and follow-up tasks.

  • Re-entering this data into your CRM to remain compliant.

As a result, advisors spin their wheels and waste their own time doing tasks that can easily be outsourced. Most of them think hiring a paraplanner or associate is the answer.

There is a better way.

Introducing Zocks. An AI marketing assistant built specifically for financial advisors.

It’s never been easier to see how much time it could save you.

After talking to hundreds of financial advisors,

we found almost all of them spend endless amounts of time doing mundane tasks like note-taking, re-reading, creating follow-ups, and data entry. 

We created Zocks to change that.

Our AI platform instantly works with your business – and it’s built specifically for financial advisors. We consistently save advisors over 70% of their time from follow-up work after meetings

Mark Gilbert and Akos Ratku, co-founders of Zocks, former executives and technical leaders at Microsoft, Hearsay and Twilio.

Schedule a demo to find out what Zocks could do for you.

If you’d like to see how this could grow your business this year, schedule a 15-minute demo with our team.

Most advisors are blown away at what Zocks can do for them. It requires no expertise and you can always try it for free. Individual financial advisors, RIA owners, and big firms use Zocks.

You might be a 15-minute call away from saving 70% of your time and crushing your goals this year.

Avoid the mundane tasks, get back your time, and do the work you actually like doing.