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Zocks

Stage 2 — Get faster

Advisor-built AI scribe with a no-recording stance by default — live speaker attribution without storing audio, for firms whose compliance teams prefer not to keep meeting recordings.

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Stage:Get fasterEntry price:From $67/moCompliance:SOC 2 Type II(verify before relying)Verified:2026-10-19

Best for

  • Compliance-anxious RIAs who don't want client meetings recorded — Zocks transcribes live without saving audio, sidestepping retention and discovery debates around recordings
  • Multi-participant meetings (advisor + spouse + paraplanner + accountant) where speaker attribution is the differentiator — 'who said what' is the integrity test most scribes fail on
  • Auto-syncing meeting notes + tasks + CRM updates to advisor-focused systems (Wealthbox, Redtail, Salesforce FSC, Practifi, AdvisorEngine, eMoney, SmartOffice) with no manual cleanup
  • Firms running Google Meet or Microsoft Teams (Zocks is meeting-platform agnostic) that already use HubSpot, Zoho, or LeadCenter.AI alongside the core CRM

Avoid

  • Solo prospecting + content workflows — Zocks is meeting-and-CRM focused; use Catchlight for prospect intel and ChatGPT for writing
  • Document analysis (tax returns, estate docs) — that's FP Alpha's job; Zocks doesn't read complex documents
  • Firms that need RECORDED meeting playback for training new advisors — Zocks's no-recording stance is a feature for compliance but a limitation if you need archived audio

Shortcuts

  • The 'no recording' approach removes a category of compliance friction — your firm's record-keeping policy applies to the transcript/notes, not to audio files that have to be retained, encrypted, and produced under discovery
  • Zocks's multi-agent architecture means different agents handle note-taking vs. CRM sync vs. follow-up draft, so you get cleaner outputs per task than a single-prompt scribe
  • Configure CRM field-mapping during onboarding — Zocks writes meeting notes and tasks directly, and you decide which fields get touched (avoid letting PII land in marketable-segment fields)
  • For multi-participant calls (advisor + spouse + accountant + tax attorney), check the speaker attribution quality after first 2-3 meetings — Zocks markets this as their edge; validate it on your meeting types

Model variants

Zocks runs a proprietary multi-agent stack tuned for advisor workflows; you don't pick a model. The differentiator is the agent architecture + no-recording transcription pipeline + advisor-specific CRM integrations, not raw model capability.

Compliance gotchas

  • No-recording is Zocks's default (Jump now offers a no-recording option too) — verify your firm's record-keeping policy is compatible with a transcript-only artifact (most are; some legacy policies still require audio retention).
  • Always notify meeting participants that Zocks is taking notes — the participant UI shows it, but verbal disclosure on each call remains the safer compliance posture.
  • CRM auto-sync means meeting content lands in your system of record automatically — review the field mapping during setup so client PII doesn't end up in fields used for client-facing exports or marketing pulls.
  • Zocks publishes its security posture; verify SOC 2 + data-residency + DLP-equivalent controls against your firm's IT/compliance review before adopting. Free trial is recommended to validate on your meeting types.

Compliance posture

SOC 2
SOC 2 Type II
Zero retention
Enterprise only
SSO
Verify with vendor
SCIM
Verify with vendor
HIPAA BAA
Enterprise only
Data residency
Verify with vendor

SOC 2 Type II since Nov 2023. No-recording stance built in. AES-256 on AWS S3. Smarsh + Global Relay archive integrations. User-controlled retention at object level (per-meeting deletion). BAA and zero data retention are Enterprise-plan only. Confirm SSO/SCIM plan availability with Zocks.

Editorial data — verify against the vendor's live trust page before relying. Last verified 2026-10-19. Full posture matrix →

Pricing

Per user per month, billed annually / monthly: Essentials $67 / $80 (the entry tier), Professional $117 / $140, Ultimate $184 / $220; Enterprise (contact Zocks) adds the BAA and zero data retention. Professional and above include the Zocks MCP connector for Claude and ChatGPT. Prices as listed by Zocks (Oct 2026). Free trial available — most firms pilot 2-3 advisors before full rollout. Compared with Jump: overlapping price range, and both now offer capture without stored audio — compare on CRM coverage and workflow fit.