Zocks Integration
Zocks is the AI Assistant built for financial advisors that seamlessly integrates with SmartOffice. Save 45 minutes of admin per client meeting by automatically capturing notes, syncing data, generating tasks, and keeping your CRM accurate and compliant.
Work Smarter with AI
Zocks is your intelligent AI assistant that works alongside SmartOffice to eliminate repetitive admin work. It automatically captures accurate meeting notes (without recording), turns conversations into structured summaries, and syncs them directly into the correct contact or household in SmartOffice. Zocks pulls historical client data from your CRM to generate powerful pre-meeting prep — including personalized agendas, conversation prompts, outstanding action items, and even draft follow-up emails.
After the meeting, it intelligently creates prioritized tasks, assigns them to team members with due dates, and keeps everything perfectly synchronized. The result? Advisors spend far less time on data entry and CRM maintenance, and much more time delivering exceptional client experiences.
See the Zocks Integration in Action
Watch how Zocks works seamlessly with SmartOffice
Watch how Zocks integrates with SmartOffice to enhance advisor efficiency through AI-powered meeting insights, automation, and streamlined client management.
Why Advisors Love Zocks + SmartOffice
Automate admin work and focus on what matters most — your clients.
Save 45 minutes of admin time per client meeting
Auto-sync meeting notes directly into SmartOffice contacts and households
Generate and assign follow-up tasks with one click
Pre-meeting preparation with client summaries and talking points
Automatic data updates across custom and standard fields
Maintain compliance with accurate, complete client records
Smart task delegation and team synchronization
Want to see how SmartOffice Integration can transform your practice?