Unclaimed brand
5,000+ firms run on Zocks, the #1 AI Assistant for Financial Services (G2). Automate meeting prep, notes, onboarding & financial plans. Book a demo today.
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Hex Code
Color name
RGB
HSL
CMYK
#7C53ED
Royal Blue
124, 83, 237
256, 81, 63
48, 65, 0, 7
#FF492C
Red Orange
255, 73, 44
8, 100, 59
0, 71, 83, 0
#2E1952
Valhalla
46, 25, 82
262, 53, 21
44, 70, 0, 68
Zocks is an AI assistant for financial advisors and financial services firms, designed to reduce administrative work and help advisors serve clients more effectively. Trusted by more than 5,000 firms, the platform supports meeting preparation, client conversations, onboarding, financial planning, and business growth. It can organize client details and agendas before meetings, create attributed notes without recording conversations, draft follow-up emails, and sync information with CRM and planning tools.
Zocks also helps complete intake forms and account applications, extract client and financial information from documents, and coordinate onboarding workflows. Advisors can use it to identify held-away assets, planning needs, life events, and other opportunities across their client base. With more than 40 two-way integrations, customizable workflows, and connections to tools such as Claude and ChatGPT, Zocks brings client intelligence into existing systems and AI tools.
The company also offers enterprise controls, privacy and security features, compliance support, educational resources, webinars, and product demonstrations
Brand industry
Finance
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How do I download the Zocks logo?
The Zocks logo comes in two versions: a logo and an icon. Download as SVG or transparent PNG.
What are Zocks' brand colors?
The Zocks color palette uses the hex codes #7C53ED, #FF492C and #2E1952.
The Zocks name, logos and brand assets are trademarks of Zocks and its affiliates. Brandfetch isn't affiliated with or endorsed by Zocks. Their use is subject to Zocks's brand guidelines.
