Zocks
AI assistant for financial services: meeting prep, notes, onboarding and plans.
Category: Call & Meeting Notes
Lines of business: Life, Annuities
Pricing: See pricing page on site: https://www.zocks.io/pricing
Website: https://www.zocks.io
Last checked 2026-10-16. Info is from the vendor's public site; verify before buying.
What agents use it for
- Take notes and summaries of client calls or meetings
- Prepare for a client review meeting
- Prepare an annuity review meeting
- Prepare discovery questions for a first meeting
- Prepare an annuity suitability conversation
Example prompt
Use Zocks to prep for the meeting and generate notes afterward; review the notes before filing.
Example prompt
Use Zocks to automate meeting prep before the client review.
Example prompt
Use Zocks to prep the meeting and produce notes afterward.
Review AI output for accuracy and compliance; never paste client PII.
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