Zocks

This onboarding guide helps financial advisors get started with Zocks.

Onboarding steps - make your Zocks journey more efficient

Chat with our Support Team, email us, or explore guides and courses at your own pace.

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Set up Zocks, connect your tools, and start capturing meetings.

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Invite your AI Assistant to meetings and setup Event Filters

Prepare for meetings with the AI Assistant

Meeting Preparation

Capturing Meetings

How to integrate Zocks with meeting providers

How to integrate Zocks with Webex

Zoom meeting capture changes (effective March 2, 2026)

Live meetings in Zocks

Account specific vocabulary

Manage multi-language meetings

How to set up the Zoom Plugin

Virtual Meetings

Connect Zocks to phone calls

Zoom Phone integration

GoTo Connect integration

RingCentral integration

Auto-generate meeting titles for phone and uploaded meetings

Phone Calls

Ways you can utilize the AI Assistant

Explore features: Notepad, Comments, Results Explainer, Tasks and Rich Text

Meeting Workflows & Follow-up

Customize and manage Meeting Types and Templates

Meeting Types & Templates 

Manage meeting participants

Participants

Create a personalized follow-up email

Email management in Zocks

Linked emails

Follow-up & Email

Filter your meetings with Quick filters

Finding and Organizing Meetings

Integrations

Microsoft Exchange Calendar integration

How to set up the Outlook Add-in (plugin)?

Microsoft Exchange Mail integration

Calendar & Email

Redtail CRM integration with Zocks

HubSpot CRM integration with Zocks

AdvisorEngine CRM integration with Zocks

Practifi CRM integration with Zocks

SmartOffice CRM integration with Zocks

Wealthbox CRM integration with Zocks

CRM Deeplink Navigation from Zocks

eMoney Financial Planning integration with Zocks

RightCapital Financial Planning integration with Zocks

Conquest Planning Integration with Zocks

Holistiplan Tax Planning integration with Zocks

Wealth.com Estate Planning integration with Zocks

Financial, Tax & Estate Planning

Orion Portfolio Accounting & Reporting integration with Zocks

Black Diamond Wealth Platform integration with Zocks

Portfolio & Custodians

PreciseFP Forms & Onboarding integration with Zocks

Forms & Client Onboarding

SharePoint integration with Zocks

Box integration with Zocks

Egnyte integration with Zocks

Document Management

User Roles, Security & Compliance

Roles and user groups within Zocks

How team invites work

User management, off boarding

Team & Users

Set up two-factor (2FA) authentication

Tailor data retention policy

Security & Data

How to configure a Compliance Notice?

How to configure a Compliance Notice on phone calls?

Private meetings

How to set consent tracking

Compliance & Consent

Uploading your account logo

Account & Billing

Zocks in AI Tools 

Zocks MCP Server knowledge base

Zocks App Library

Getting Started with Zocks MCP

Connecting your AI Assistant

Use Cases, Prompts & Skills

Data Privacy & Security

Zapier Integration with Zocks

Workflow

Create and manage your own app

Your Own App

Mobile Application

Manage meetings with the Zocks Mobile App

Using the past meetings list in the Mobile App

Meetings

Managing contacts and consent in the Mobile App

Contacts & Documents

Managing the Zocks Mobile App in Microsoft Intune

Admin & Security

Get started with Zocks Scheduling

Scheduling reminders

Redtail as your Scheduling calendar

Set up your Account booking page

Embed your Booking page on your website

Send SMS reminders for your bookings

Scheduling 