# Zocks

- **Website:** <https://zocks.com>
- **Primary alias:** `zocks.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/zocks.io)
- [linkedin](https://linkedin.com/company/zocks)
- [twitter](https://twitter.com/zocksio)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/idUGMqbqVx/w/820/h/222/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793813223358)
- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idUGMqbqVx/w/400/h/400/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1793813223465)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Red Orange | #ff492c | light |
| Valhalla | #2e1952 | dark |
| Royal Blue | #7c53ed | accent |

## Fonts

- Plus Jakarta Sans — asset _(google)_
- Plus Jakarta Sans — asset _(google)_
- Plus Jakarta Sans — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idUGMqbqVx/w/1500/h/500/idWlv9WvYz.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793813223645)

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_Source: <https://brandfetch.com/zocks.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._