Zocks | AI for Advisors

Recently, I asked one of our FA customers: "What’s the impact of Zocks on your business?" The numbers he calculated were pretty cool. Here’s how he broke Zocks’s impact down for me: 1) Time Savings Calculation He measured how much time Zocks saved after each client meeting. Before he used Zocks, it usually took him hours or days to complete follow-ups, enter notes into the CRM, assign tasks, and get them to the right people. With Zocks, this process is now reduced to minutes — he saves 35 minutes per meeting. Then, he multiplied that by the number of client meetings he typically has monthly or quarterly to see the total number of hours saved. 2) Monetary Impact of Time Savings He took the number of hours he saved and multiplied it by his hourly rate as an FA (a high-cost role). This gave him the base savings in labor costs each month, quarter, or year. 3) Retention Impact He estimated a 10% churn reduction because of the SIGNIFICANT improvement in customer service (eg. follow-ups went out in minutes or hours instead of days, he doesn’t ask repetitive questions, etc.). As a result, he protected his AUM as clients stayed longer with him. 4) Growth Mode He told me: “If you’re in growth mode, faster follow-ups mean you’ll convert around 20% more new clients”. Zocks helped him schedule follow-ups to leads in minutes or hours (rather than taking days), which allowed him to close more business. 5) Capacity Expansion One senior FA at his firm was NOT in growth mode – they were already at capacity. So the initial thought was to hire an assistant or associate. But the FA wasn’t using Zocks yet. So our customer did the math – taking into account how Zocks streamlined his operations (eg. capturing data, automating meeting preps, etc.) — and realized that the senior FA could *actually* manage 20% more households without hiring extra staff. My two cents: It's always been easy for us to explain Zocks’s value to people, which is why we rarely get questions about its cost — it’s VERY simple to measure its impact. Save time. Save money. Make more money. Those are the main promises we make to our FA customers - and we fulfill them every single time. Get them all and more with Zocks.

Don't wait until 2025 to expect more from your notetaker. At Zocks, we believe that automating meeting notes, follow-ups, and recaps is table stakes. In 2025 we want to help you harness the full potential of your client data. It's time to start transforming information into actionable intelligence that enhances relationships and drives more informed decision making at every level. Start your free trial today and experience the future 👉 Zocks.io #Zocks #AdvisorTech #ClientEngagement

Did you know - 9 of every 10 clients consider their advisors' communication timeliness and personalization when deciding to retain their services, and when making referrals? Be fully present in every meeting without worrying about taking notes. Zocks captures all the important details transforming information into actionable intelligence to enhance relationships and drive more informed decision making at every level so you can engage completely. Book your demo today 👉 Zocks.io/Book-Your-Demo #Zocks #AdvisorTech #FinancialAdvisors

Many tools in the financial advisory space do MORE harm than good. But not Zocks. Here are 5 ways we’ve built our tool to help advisors enhance relationships with clients (not destroy them): For additional context: - A lot of advisors we spoke to worry that bringing technology into their workflow will make things ‘robotic’ and take away the personal touch clients value - They’re not wrong; many tools in the market do EXACTLY what FAs are worried about, eg. real-time pop-up assistance that disrupts the flow of the conversation, chatbots that make clients feel like they’re talking to robots (zero human connection), etc. But here’s the thing: When designed *thoughtfully*, a tool can actually strengthen human connections. How? By allowing FAs to focus on what really matters: the client. Here are 5 ways we’ve built Zocks to help FAs deepen their client relationships: 1) Capture key information (that FAs often miss) without disruption Normally, an FA would try to remember every little detail in a conversation. But with Zocks, everything is captured automatically in the background. This way, advisors can stay relaxed and fully engaged with the client during meetings. 2) Provide personalized follow-ups Since Zocks captures all information, there’s no need for FAs to dig through notes or try to recall what was said in a meeting. All details are surfaced with ease, so the next time the FA checks in, they can pick up the conversation exactly where they left off (which makes the client feel valued). 3) Avoid mid-conversation interruption One thing we’ve explicitly avoided is interrupting conversations with pop-ups or prompts. Real-time advice might sound helpful, but frankly, many FAs found this to be distracting as it breaks the natural flow of the conversation. So we’ve built Zocks to allow FAs to stay fully present and to listen deeply without distractions. 4) Support (not replace) authentic human connection We’re not replacing FAs with bots or fully automated systems. The goal is to enhance the human touch, not eliminate it. Zocks works as a quiet assistant, giving FAs the info they need to offer more personalized service — without taking over the conversation or making things feel impersonal. 5) Enhance (don’t automate) client relationships Clients can feel devalued when they’re handed off to bots or forced to interact with automated systems. Zocks avoids this by keeping the FA at the center of the relationship. Clients don’t want to feel like just another number — they want to know their FA *gets them* on a personal level. Any thoughts?

Meet ZockStar Miriam Whiteley, CFP®, RLP®, CeFT® of LifeCraft Financial Planning and discover how Zocks turned her from a “scribe snob” to a fan of effortless note-taking. Here's why: Miriam thought capturing every detail manually was key to delivering comprehensive financial planning, but Zocks’ digital assistant captures what she needs, letting her stay focused and present with her clients. It's the most fun tech in her stack—and it can be in yours too! Learn how 👉 Zocks.io/ROI #ZockStars #ClientSpotlight #Zocks #AdvisorTech

Wish you could fully focus on your clients during meetings without worrying about capturing every detail? With Zocks, meeting notes, follow-ups, and recaps are automated, allowing you to be present and engaged during client interactions. If you're an advisor looking to deepen client relationships while boosting productivity, Zocks is here to help. See how our tech is transforming client engagement and saving valuable time. Curious how? Meet our ZockStars and learn how we can revolutionize your client engagement too! 👉 Zocks.io/ROI #ZockStars #ClientSpotlight #Zocks #Efficiency #AdvisorTech

Exciting things are happening at Zocks! Our latest update introduces new capabilities designed to supercharge your experience: ⚡ Full notetaking support with mobile, landlines, VOIP, RingCentral and several other phone solution providers ⚡ Enhanced Pre-meeting prep with fully customizable templates and interactive AI Assistant support ⚡ Enhanced 'Ask Anything' across meetings, and connected CRM, email and Calendars Check out the full product update and see how we're evolving to better serve you: https://lnkd.in/gVye8BT5 #AdvisorTech #AI #Zocks

How does your firm's tech stack measure up? Now’s the time to share your thoughts and shape the future of tech! Take the 2025 T3 Technology Tools for Today / Inside Information Software Survey and let your voice be heard. Your input makes a difference! 🌟 👀 Don’t forget to check out Zocks in Question #60! Submit your feedback here: https://lnkd.in/eaZckNgF #FinTech #WealthManagement #TechInnovation

🦃 Happy Thanksgiving from all of us at Zocks! 🍂 This Thanksgiving, we're grateful for our amazing clients, and our talented team that pushes boundaries every day to make our platform truly remarkable. As we look back, we're inspired by the progress we've made together and are even more excited about what lies ahead. Wishing you a holiday filled with warmth and gratitude!

What an incredible experience at IMPACT®2024 last week! Our team had the opportunity to connect with industry leaders, innovators, and advisors to explore how client intel can transform the way we serve clients and drive value. Throughout the event, we dove into some game-changing discussions on leveraging data-driven insights to create personalized, impactful experiences for clients. From breakout sessions to networking events, every moment was filled with fresh perspectives, new strategies, and an inspiring look into the future of wealth management. A huge thank you to the events team for an unforgettable week of growth and connection. Here’s to changing the game together! We'd love to keep the conversation going. If you didn't get a chance to stop by, you can still book time with our team for an in-depth demo or to get assistance in starting your free trial here: https://lnkd.in/gh79M4VN #Zocks #SchwabIMPACT #WealthManagement #FinTech