Spend less time on meeting administration—and more time with your clients.
Zocks, an AI-powered assistant built specifically for financial professionals, is now available to ESI financial professionals and advisors.
Zocks helps reduce the administrative work that happens before, during and after client meetings —from meeting preparation and documentation to follow-up tasks and CRM updates. The result: less time spent on administrative work and more capacity to focus on clients and growing your business.
What can Zocks help you do?
With Zocks, you can:
- Prepare for client meetings with relevant client context and information.
- Capture conversations and automatically generate structured meeting notes and summaries.
- Identify tasks and follow-ups so important next steps don’t get lost after the conversation.
- Complete forms and sync data with your CRM to reduce manual entry and duplicate work.
- Connect the tools you already use to create a more efficient workflow before, during and after client meetings.
Built to work with your ESI technology
Zocks integrates with several technology platforms already approved for use at ESI, helping connect the client meeting experience with the tools you use throughout your day.
CRM
Wealthbox | Redtail | SmartOffice
Financial Planning
eMoney
Virtual Meetings
Zoom | Microsoft Teams | Webex
Email & Calendar
Microsoft Outlook
These integrations can help reduce the manual work of moving information between systems and make Zocks a more connected part of your existing workflow.
ESI preferred pricing
ESI has partnered with Zocks to offer our financial professionals access to their Professional license for $90/month, more than 20% below the retail price.
Your Professional license includes Zocks’ capabilities to automate meeting preparation, generate meeting summaries and tasks, complete forms and sync data with supported CRM platforms.
You’ll also receive Premium Support, including priority assistance, 10-minute response times, 48-hour resolution targets and escalation paths for critical issues.
Need access for an administrative assistant? Administrative assistant licenses are available for $15/month, compared with the standard $25/month price.
AI designed for your workflow
Unlike general-purpose AI tools, Zocks is designed specifically around the workflows of financial professionals. Its capabilities are focused on helping you manage the work surrounding client conversations while keeping you at the center of the relationship.
“We chose Zocks not just to transcribe meetings, but to transform what happens after them. Zocks structures meeting data so it can move intelligently across our platform, turning conversations into connected insights, better decisions, and meaningful action. That makes Zocks a critical part of our AI strategy and an important partner in building a smarter, more connected experience for our financial professionals, advisors and their clients.”
Rich Whalen
Vice President, Technology Strategy & Execution
Equity Services, Inc.
Zocks is an ESI-approved AI solution. Financial professionals should continue to use only ESI-approved AI tools for business purposes and follow all applicable ESI policies and procedures.
The addition of Zocks is another step in ESI’s continued investment in modern capabilities that reduce friction, create capacity and help you spend more time on the work that matters most—serving your clients and building your business.
Ready to explore Zocks?
Learn more about Zocks, including how to get started, available integrations and important usage guidelines.
Book a Zocks demo
Ready to sign up? Email esitech@nationallife.com and let us know.
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