Zocks, a privacy-first AI assistant for financial services, announced the launch of its next-generation AI platform at the Future Proof Festival 2025 in Huntington Beach, California. The enhanced platform accelerates client acquisition and servicing by automating workflows, reducing financial planning timelines from days to under 10 minutes, and empowering advisors with real-time, actionable client insights.
Announcement: Zocks launches next-gen AI assistant at Future Proof Festival, September 7-10, 2025.
Key Features: Zocks Forms, Coaching Center, Zocks Email, and Live Zocks AI Assistant in Zoom.
Impact: Cuts onboarding time by 20%, enhances lead conversion, and scales advisor training.
Integrations: eMoney, Orion, PreciseFP, and 80+ industry tools for seamless data flow.
Testimonials: Chris Arnold (Refresh Wealth) and Jordan Hutchison (RFG Advisory) praise efficiency and vision.
Availability: Live now; demo at booth #216 and www.zocks.io.
The next-gen Zocks platform introduces:
Zocks Forms: Automatically populates intake forms, account openings, and policy applications by pulling data from conversations, emails, CRMs, and portfolio systems, eliminating repetitive data collection.
Coaching Center: Provides real-time Meeting Scorecards across 18 dimensions, enabling firms to scale top advisors’ best practices and train associates with industry benchmarks.
Zocks Email: Drafts detailed, data-driven client email responses in minutes by integrating conversation history, CRM, financial plans, and portfolio performance.
Live Zocks AI Assistant in Zoom: Displays client data, answers questions, and syncs action items in real-time during Zoom calls via a native app integration.
These features leverage two-way integrations with platforms like eMoney, Orion, and PreciseFP, transforming unstructured client data into structured, actionable intelligence for CRMs, data warehouses, and account management systems.
The platform reduces administrative burdens, enabling advisors to:
Accelerate Advice Delivery: Create financial plans in under 10 minutes post-meeting, compared to days or weeks.
Boost Client Acquisition: Improve lead conversion with real-time, personalized data insights for upselling and cross-selling.
Enhance Training: Scale best practices via Coaching Center, increasing associate success rates.
Ensure Compliance: Privacy-first design with robust security controls meets enterprise standards.
“Zocks has cut my client discovery and onboarding time by 20%,” said Chris Arnold, CFP®, Founder of Refresh Wealth. “It eliminates the need for the client to spend time inputting information in multiple places.”
Jordan Hutchison, VP of Technology and Operations at RFG Advisory, added, “Zocks shares our bold product vision and matches our pace.”
Zocks’ launch aligns with the growing adoption of AI in financial services, projected to reach $135B by 2030. Since its 2022 founding, Zocks has onboarded over 1,000 advisory firms and secured partnerships with Wealthbox, Redtail, and Osaic, backed by a $13.8M Series A in March 2025. Posts on X highlight Zocks’ ability to save advisors 10+ hours weekly, though some note integration complexity as a challenge.
Founded in 2022, Zocks is a San Francisco-based AI platform for financial advisors, saving 10+ hours weekly by automating meeting notes, forms, and emails. Trusted by firms like Carson Group and Osaic, it integrates with 80+ tools to deliver secure, data-driven insights.
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