Zocks is the AI Assistant for financial advisors. Zocks saves you 10+ hours a week by automating administrative work like meeting notes, intake forms, client emails, document processing, and more. This sets you free to focus on what matters most: your clients. With Zocks, you can: FOCUS ON YOUR CLIENT WHILE ZOCKS TAKES NOTES Zocks automatically preps you for every meeting, takes detailed notes, updates your CRM and financial planning tools, and writes a follow-up email. INSTANTLY FILL OUT FORMS LIKE CLIENT INTAKE & ACCOUNT OPENINGS Zocks automatically fills out intake, fact finder and account forms, and more, so you can close more prospects and provide a better client experience. REPLY TO CLIENT EMAILS IN SECONDS Zocks instantly writes detailed replies to client emails so you can give clients fast, personal service. GET DETAILED REPORTING ON YOUR CLIENT CONVERSATIONS Zocks shows you which topics have the most impact on your firm, helps you spend time with the right clients, improves your meetings, and more. To learn more and start a free trial, visit zocks.io.