Save meeting summaries, assign tasks to team members with a click, and automatically sync contacts through Zocks’ two-way AdvisorEngine integration.

Zocks is the AI assistant for financial advisors. The platform can save as much as 10 hours a week by automating your meeting notes, intake forms, client emails & more.

If you do not have a Zocks account, you can learn more and sign up for a free trial.

If you have Zocks and are interested in integrating it with AdvisorEngine CRM, the integration is enabled from within Zocks itself. See AdvisorEngine Integration in the Zocks help center for further details.

Having trouble with the integration? Zocks support is ready to help you. You can reach out through Zocks' Contact Us page.