kitio.aiAdded Nov 5, 2026
Zocks
Free trial · $80/moAI assistant that preps meetings and writes notes for financial advisors
What is Zocks?
Zocks prepares financial advisors for client meetings, takes notes without recording the call and syncs the results into CRM and financial planning software. Advisory firms use it to cut admin around meetings, onboarding and client paperwork.
Higher plans fill out forms automatically, build client profiles, open accounts, schedule meetings and draft replies to client emails. Firms can set custom meeting types, output presets and email templates, and managers get reporting and coaching tools.
Zocks MCP lets Claude, ChatGPT and other assistants work with your client intelligence. The company says conversations are never recorded and firms own their data, and an enterprise platform adds custom policies for large advisor networks.
Features
- Meeting preparation
- Notes without recordings
- CRM sync
- Automatic form filling
- Client email replies
- Zocks MCP
Tags
Releases
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Zocks was added to the directory.
Organization
Zocks
🇺🇸 United States
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Free trial
- Paid options from
- $80/mo
- Billing frequency
- Monthly
Zocks plans
Essentials
$80/mo
- Per user
- Meeting prep and AI notes
- CRM and planning integration
Professional
$140/mo
- Per user
- Zocks MCP
- Automatic form filling
- Reporting and analytics
Ultimate
$220/mo
- Per user
- Account opening
- Meeting scheduling
- AI client email replies
Enterprise Platform
Contact sales
- Custom policies
- Custom system integrations
Prices in USD, checked Nov 5, 2026. Plans change often, so confirm on the Zocks site.Official pricing
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Pros and cons
Pros
- Built around advisor workflows
- No call recordings kept
- Integrates with CRM and planning tools
Cons
- Per-user pricing adds up for firms
- Key automations need higher plans
- Only useful in financial services
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Q&A
What is Zocks?
Zocks prepares financial advisors for client meetings, takes notes without recording the call and syncs the results into CRM and financial planning software. Advisory firms use it to cut admin around meetings, onboarding and client paperwork.
Does Zocks record client meetings?
No. Zocks captures notes without keeping recordings, and the firm owns and controls its data.
How much does Zocks cost?
Zocks is free trial, with paid plans from $80/mo.
Is there a free version of Zocks?
No, but you can try it free before paying.
What are the main features of Zocks?
Meeting preparation, Notes without recordings, CRM sync, Automatic form filling, Client email replies, Zocks MCP.
Who makes Zocks?
Zocks is made by Zocks.
What are the best alternatives to Zocks?
Popular alternatives include Jump, Bloks, VXT.