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Zocks
In one line: AI assistant for financial advisors covering meeting prep, notes, onboarding and planning data.
| Best for | Firms that want deep CRM integrations |
|---|---|
| Category | Meeting notes & CRM notes |
| Free option | Not confirmed; check vendor site |
| Pricing | From $67/user/mo (annual) · See all plans (as of October 21, 2026) |
| Website | www.zocks.io/ |
| Last checked | October 21, 2026 |
What it does
Zocks says it automates meeting prep, notes, onboarding and financial-plan data entry, and highlights two-way integrations with advisor tools and its approach to client privacy.
Get a Zocks demo
Tell us a little about your firm and we'll pass your request to Zocks's team. Free, no obligation.
Alternatives to Zocks
Jump
Advisors who want meeting notes plus follow-up workflows
Zeplyn
RIAs and enterprise wealth firms
Finmate AI
Advisors who want admin work and form-filling automated
Compare: Jump vs Zocks · Zocks vs Zeplyn · Zocks vs Finmate AI · Zocks vs Fathom · Zocks vs Otter.ai
From the blog
Meeting notes
Best AI Notetakers for Financial Advisors (2026)
The best AI notetakers for financial advisors in 2026: Jump, Zocks, Zeplyn, Finmate AI, Fathom and Otter compared on adoption, pricing, privacy and CRM fit.
October 21, 2026 · 7 min read
Comparisons
Jump vs Zocks: Which AI Assistant Should Advisors Choose? (2026)
Jump vs Zocks for financial advisors: 2026 market share and ratings, pricing, recording vs. no recording, integrations, security, and who should choose each.
October 21, 2026 · 5 min read
Related guides
FAQ
What is Zocks?
AI assistant for financial advisors covering meeting prep, notes, onboarding and planning data.
Who is Zocks best for?
Firms that want deep CRM integrations. It is in our meeting notes & crm notes category.
How much does Zocks cost?
As of October 21, 2026, Zocks's website lists: Essentials, $67/user/month billed annually or $80 monthly; Professional, $117/user/month billed annually or $140 monthly; Ultimate, $184/user/month billed annually or $220 monthly; Admin assistant seat, $25/month.
What are alternatives to Zocks?
Jump, Zeplyn, Finmate AI.