Get started with Wealthbox + Zocks

Zocks is an AI-powered platform that automates meeting prep, note-taking, follow-up actions, and personalized client communications from client conversations—without recording. With the bi-directional integration, Zocks can automatically create client meeting agendas, sync events, and notes, assign tasks across your team, and update key data fields in Wealthbox.

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  You can pick and choose specific details that you want to export or opt to export your full meeting summary.

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  Easily choose between saving Meeting Summaries to Notes (default) or Events in Wealthbox.