TLDR: Zocks, an AI-powered notetaking application, has rolled out significant new features, including advanced integration with financial software, automated form filling, and an improved AI assistant for real-time client interactions and email drafting. The company also announced plans to establish its first Canadian data center by late fall, aiming to bolster its service capabilities without additional cost to users.
Zocks, a San Francisco-based technology firm specializing in AI-powered notetaking, has announced a suite of new features designed to streamline operations for financial advisors, alongside plans to open its inaugural Canadian data center. These developments, effective October 1, 2025, aim to enhance the platform’s efficiency and data handling capabilities.
The updated Zocks platform now offers automatic information transfer from client meetings directly into a practice’s existing software, such as client relationship management (CRM) and account management systems. This includes new integrations with prominent advisor tools like eMoney Advisor, Orion Advisor Solutions, and PreciseFP. A key highlight is the ability to autofill various forms, including intake and account opening documents, by leveraging data gleaned from conversations, emails, and CRM software. Mark Gilbert, CEO of Zocks, emphasized this capability, stating, “We have the ability to fill in forms from multiple systems. We can now capture that not just from meetings … but also from other data sources.”
Further expanding its ecosystem, Zocks has initiated discussions with Canadian financial planning software company Conquest Planning, based in Winnipeg, and Toronto-based performance and risk analytics software firm d1g1t for potential software integrations. The platform has also integrated with Zoom, introducing a live AI assistant that can retrieve client information in real-time within the video call interface as an advisor interacts with a client.
In a significant boost to communication efficiency, Zocks’ AI can now draft responses for approximately 70% of client emails, a substantial increase from its previous 40% capability. This is achieved by synthesizing information from conversation history, financial plans, and portfolio performance. Gilbert highlighted the time-saving aspect for advisors, noting, “We see [advisors] spending about an hour a day to, frankly, [answer] random client questions. If it’s [a client] that we have data on, we will try to draft a reply for the advisor or their team.”
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Looking ahead, Zocks is set to open its first Canadian data center by the end of fall 2025. While hosting data in Canada will incur higher costs for the company, Zocks has committed to not passing these additional expenses on to its advisor clients. The company also anticipates developing a French-language user interface as it expands its partnerships with firms and advisors in Quebec.
