Zocks launches AI scheduling for financial advisers

Zocks has launched an AI scheduling feature for financial advisers that links appointment booking with meeting preparation, notes and follow-up.

Called Zocks Scheduling, the product is designed to book meetings directly from client conversations and emails, rather than relying on separate tools for calendars, inboxes and customer records.

Advisers often manage the meeting process across multiple systems, with scheduling links, email exchanges, calendars and CRM platforms operating separately. Zocks Scheduling brings those steps into one workflow, tying bookings to what happens before, during and after a meeting.

The feature analyses details from a client discussion or email and suggests the next meeting. If a client has already proposed a time during a conversation, the system can prepare an invitation to send. If no time has been agreed, it can generate a pre-filled booking page for the client to choose a slot.

Zocks is also positioning the product as a way for advisers to create meetings using information from across their wider client base. In one example, an adviser could ask which clients have required minimum distributions that have not been taken, identify those clients and send scheduling links from the same workflow.

Once a booking is made, the process extends beyond a calendar entry. The system uses information from previous client conversations and data from connected CRM and planning systems to prepare a one-page meeting summary. It also drafts meeting notes and starts follow-up tasks after the meeting has finished.

The launch adds to the growing use of artificial intelligence in wealth management and financial advice, where firms are trying to reduce administrative work while maintaining oversight of client interactions. Scheduling has remained a fragmented part of that process in many organisations, particularly where multiple advisers and support staff are involved.

Firm controls

Firms can set meeting types, availability rules and approval processes centrally, with those settings applying across adviser teams. Delegation controls also allow other team members to book on an adviser's behalf while maintaining an audit trail for each booking.

Another feature allows advisers to send booking options to people who are not yet listed as contacts in a CRM system. That could include referrals contacted through email, text message or LinkedIn.

The scheduling system also includes reminders and rescheduling tools. Firms or advisers can set reminder sequences by meeting type, and clients can change a meeting with one click.

Zocks operates in financial services and describes its platform as privacy-focused. Its broader software automates administrative work for advisers by turning conversations, emails and documents into structured data that can be integrated with other systems used by a firm.

More than 5,000 firms use the platform, including large registered investment advisers and life insurance carriers. Named customers include Carson Group, Osaic, Kestra Financial, Hightower and Ameritas.

A comment from the company accompanied the launch.

"We built Zocks Scheduling to turn the intent to meet into an actual meeting the moment it comes up. Every booking builds on the client intelligence we've already captured and automatically carries that intelligence into every step that follows, from meeting prep to follow-up, and updates to other systems. Advisers get back the hours they used to spend stitching those pieces together manually, giving them more time to focus on clients," said Mark Gilbert, Chief Executive Officer and Co-founder, Zocks.