Zocks, an AI assistant for financial advisors, is introducing cross-client queries, letting advisors search their entire book of business to uncover new planning opportunities.

Features

• Enables users to ask questions about their entire book of business
• Searches across client conversations, CRM, and financial planning data in one query
• Returns an actionable client list ready for export or direct email

Who's it for?

Wealth management firms, RIAs, and broker-dealers.

Headquartered in San Francisco, CA. Founded in 2022.