About Our Integration

Zocks is an AI-powered platform that automates meeting prep, note-taking, follow-up actions, and personalized client communications from client conversations—all without recordings. With the bi-directional integration with Redtail, Zocks can automatically create client meeting agendas utilizing past meetings and client information stored in Redtail. Zocks can also sync meeting summaries as events or notes in Redtail, create and assign tasks across your team, update or initiate workflows, and update key data fields in Redtail. The integration is designed to be easy to use and helps advisors save considerable time and effort by keeping records up to date and building client profiles and intelligence across meetings and households, thereby leveling up the client experience.

About Zocks

Its privacy-first platform helps financial advisors save 10 hours a week by automating administrative tasks such as meeting notes, forms, data entry, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms that rely on Zocks; learn more and start a free trial at zocks.io.

Points of Integration

• Bi-directional data sync