Onboarding steps - make your Zocks journey more efficient!

Zocks is a web-based AI Meeting Assistant built for financial advisors, designed to support note formats and workflows across the full client servicing timeline. It automates note-taking, meeting prep, form filling, emails, and client profile management - all without recordings. Whether meetings are virtual, in-person, or phone-based, Zocks captures every detail and syncs it directly to your CRM, helping you save time and stay organized.

To make the most out of Zocks, we recommend checking out these essential tutorial videos and help center articles before diving in:

Step 1: Overview of Zocks

Begin by discovering the core features of Zocks. Check out our platform overview here.

Step 2: Set up integrations

Zocks offers out-of-the-box integrations and REST APIs for seamless connectivity with CRMs, email, calendars, and wealth tech.

Connect Zocks to your Phone Calls: Learn how to invite Zocks to your Phone Calls to take advantage of all the available meeting features
Integrate Zocks with meeting providers: Integrate Zocks with Zoom, Google Meet, and Microsoft Teams to streamline workflow and enhance productivity.
Integrate Zocks with your CRM: You can easily connect Zocks with Redtail, Wealthbox, Salesforce, Practifi, XLR8, and Zoho. Our Support Team is here to help you in setting up and configuring your settings.
- Log in to Zocks
- Find your CRM under Profile Settings > Integrations > Connect your CRM and select connect
- Enter your CRM login credentials
- Configure settings in Zocks and grant necessary permissions

Step 3: Customize your experience

Zocks is fully customizable to your financial practice, adapting to fit your workflows and boost productivity for teams and firms of all sizes.

AI-based Meeting Type suggestions: Let AI recommend the best meeting type.
AI generated meeting titles: Auto-generate meeting titles for phone and uploaded meetings.
Customize meeting types: Tailor your meeting formats to match how you interact with clients and collect relevant data.
Filter meetings with Quick filters: Use Quick filters to see meetings from a specific time frame or those with participants.
Configure the AI Assistant to automatically join or show calendar events: Learn about Event Filters in Zocks.
Personalize meeting presets as an admin or user: Learn how you can make changes in the AI generated results on admin or user level.
Create a personalized Follow-up Email: Save valuable time and maximize client experience with personalized Follow-up Emails.
F ill in Forms with the AI Assistant: Use the AI Assistant to auto-populate forms and info sheets.

Step 4: Meeting preparation

Zocks automates meeting preparation, delivering key details, agendas, action items, and draft emails - saving you the time and effort of manually going through your CRM and past meeting notes.

Prepare for meetings: Always be prepared with our AI Assistant for upcoming meetings.
Ask anything about a contact you choose: Prepare more effectively for your upcoming client meetings with our ask anything function.

Step 5: Note-taking and meeting processing

Zocks captures meetings with unmatched accuracy, formatting precision, and configurability tailored to your workflows - without recording.

Watch the dedicated video here.

Step 6: Security and compliance

Zocks is designed for compliance and security standards in financial advising, ensuring accurate client data and improved documentation - without impeding productivity, keeping you in full control of your data.