milissa.gravois
Acronym
Zocks
Product ID
Zocks_AI
Description

The AI assistant for financial advisors

Images
Image
Zocks Meeting Prep
Details
  • Meeting prep auto-built from past conversations, planning tools, and now live Schwab account data — agenda, action items, and account context ready before the call.
Image
Zocks Notetaker
Details
  • Every conversation is turned into structured data, syncing 300+ fields into your CRM and wealth stack — no copy-and-paste.
Image
Zocks ask anything
Details
  • Ask Zocks anything across your book — "Who has kids but no 529?" — and get an actionable list in seconds.
Features
  • Save 10+ hours a week on post-meeting admin.
  • Pull live Schwab account data on demand.
  • Surface revenue hiding in your book of business.
Vendors
Zocks
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Other
Solution
API Integration
Ad Hoc Tags
DoubleClick Tags

Read more about Schwab's privacy policy.

Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2026 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.