Zocks

Zocks is the AI assistant for financial advisors, trusted by 5,000+ firms.

Zocks turns what clients tell advisors into one client profile the whole firm can act on, then puts that profile to work: finding growth opportunities and service gaps across the book, flagging life events for outreach, and keeping CRMs, plans, and follow-ups current automatically. It reads from and writes back to the tools your firm already runs, with the controls and reporting to deploy across the organization.

What you can do

• Grow organically from the book you already have: Find every client across the firm who received business sale proceeds this quarter with no review since, or who mentioned a friend going through a liquidity event, and hand each office a list to act on.
• Catch life events before clients leave: Client Signals detects inheritances, job changes, and retirements from every conversation and flags them for outreach, so no household goes quiet unnoticed.
• Make every advisor as productive as your best: Zocks preps the advisor, takes detailed notes, updates your systems, and drafts the follow-up. The admin disappears across the whole firm, not just for early adopters.
• See how clients are being served: Conversation intelligence shows which topics come up, how clients feel, and where service is thin, across every office and advisor, and gives you the evidence to coach the rest of the team to your top advisors’ standard.
• Build on it: Connect Zocks client intelligence to your internal tools and AI agents, and build your own workflows on the same client data your advisors use every day.

How to buy Zocks

Zocks is available through the Claude Marketplace. If you have an existing Anthropic commitment, you can apply it here. Contact our team to find the right path for your organization.