Zocks is revolutionizing the way advisors capture structured, actionable meeting notes and business intelligence from virtual, in-person, phone and email conversations, all without recordings or compliance risk. This intelligence then flows bi-directionally with the advisor's entire technology stack, fundamentally changing how client information is captured and leveraged for relationship management, workflow automation, and AUM growth. Zocks’ AI Assistant platform saves advisors 10-plus hours a week by automating their meeting notes, intake forms, client emails and more. This enterprise-ready solution transforms client conversations into structured, actionable intelligence for organizations of any size.