Introducing Zocks — The AI Assistant Built Exclusively for Financial Advisors

CreativeOne is thrilled to announce our enterprise partnership with Zocks, the only AI-powered client intelligence platform purpose-built for financial advisors.

Join us for an exclusive launch webinar to learn how you can:

✅ Gain back 10+ hours a week by eliminating manual admin work
✅ Streamline meeting prep, notes, and follow-ups without recording conversations
✅ Elevate client experiences by staying fully engaged and focused in every meeting
✅ Access exclusive discounted pricing — available only to CreativeOne advisors

Why You Don’t Want to Miss This

Zocks is not just another note-taking tool — it’s your AI-powered partner that handles:

✔️ Pre-meeting prep: agendas, client summaries, and prompts
✔️ Live note capture: across in-person, phone, or virtual meetings
✔️ Instant follow-ups: personalized emails, assigned tasks, CRM sync
✔️ Privacy & compliance built in: no recordings, no data sharing, full encryption

Plus, it integrates seamlessly with your existing tech stack — including Redtail, Salesforce, Wealthbox, Practifi, and more.

Don’t miss your chance to be among the first CreativeOne advisors to transform your practice with Zocks.