Zocks is a privacy-first, AI-based meeting assistant specifically designed for financial advisors. It enables advisors to fully engage with clients during virtual and in-person meetings. Zocks leverages AI to analyze real-time conversations, and generate meeting notes, automate post-meeting tasks, and create client profiles. It captures personal and financial information modeled on the CFP process, identifies action items, and drafts personalized follow-up emails. Plus, it seamlessly integrates with CRM systems for efficient results.