Zocks, the AI notetaking and meeting prep provider, has taken a key step forward in its agentic AI ambitions.
On Tuesday, the San Francisco-based wealth tech startup unveiled an agentic AI feature that lets financial advisors and enterprise firms scan their entire book of business for growth opportunities and service gaps using plain-language questions.
The launch of the Client Queries capability, which CEO Mark Gilbert says can do hours of research in minutes, marks the company's most direct move yet into business development territory, extending its platform beyond administrative automation and further into planning and client intelligence.
"Every advisor-client relationship and conversation contain signals that point to the next opportunity, whether that's a life change, a servicing need, or a held-away asset," Gilbert, chief executive officer and co-founder of Zocks, said in a statement. "With Client Queries, firms can query across personal and financial information to operationalize those signals for every advisor, and deliver on the scale and consistency that manual processes can't."
Advisors can ask the platform specific questions – such as which clients have a 401(k) with a previous employer eligible for consolidation, or which clients with more than $500,000 in held-away assets are due for a review this quarter. The system returns a matching client list within seconds, along with a set of automated next steps: a pre-drafted personalized email, the option to create a CRM opportunity, or a meeting scheduling prompt.
On the servicing side, advisors can ask which clients have had a significant age milestone in the past 90 days and have not been contacted in the past 12 months, or which clients mentioned a major life change but have not updated their estate plan. The feature is designed to scale proactive service across an entire book, not just top-tier relationships.
The answers draw from what Zocks describes as a continuously updated client profile built from CRM records, financial plans, tax and portfolio data, and every conversation, meeting, email, and document shared across the advisor-client relationship.
In an email to InvestmentNews, a spokesperson for the company said a beta group of existing customers – ranging from solo practitioners to larger firms, including RFG Advisory – were involved in testing and refining the feature over several months before the public launch. The company said customers provided direct feedback that shaped the product through that process.
The launch follows Zocks' rollout of a connector built on the Model Context Protocol, an open standard that allows AI tools such as Claude, ChatGPT, and Microsoft Copilot to search and reason over external data using natural language. Zocks MCP lets advisors use those general-purpose platforms to create personalized client materials, conduct sentiment analysis, and surface planning signals from within a specific client's history.
According to the spokesperson, Client Queries and MCP are designed to be complementary rather than competing. Advisors tend to use Client Queries to work across a full book – identifying which clients share a characteristic or need – while the MCP connections are most valuable for diving deep on a specific individual client relationship, the company told InvestmentNews.
"Both Client Queries and MCP bring in and analyze the client intelligence that Zocks builds from every advisor-client conversation," the spokesperson said. "We believe the context and information from those personal interactions are ultimately what deepens relationships, and advisors can do that more efficiently and proactively with both."
Zocks confirmed that it now has active MCP connections with Claude, ChatGPT, and Microsoft Copilot – expanding beyond the Claude integration announced at launch in April.
Client Queries also arrives roughly five months after Zocks closed a $45 million Series B round in January, co-led by Lightspeed Venture Partners and QED Investors, with participation from Illuminate Financial and existing investors including Motive Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks Capital. The raise brought the company's total funding to $65 million, following a $13.8 million Series A in March 2025.
The company said the Series B capital is being directed in part toward expanding its agentic AI capabilities – technology that, unlike basic task automation, is designed to reason, plan, and act across complex workflows with minimal human intervention. According to Advisor360's 2026 Connected Wealth Report, 74% of advisors said generative AI already benefits their practice, but only 3% said they trust AI-generated financial recommendations
Zocks said more than 5,000 financial firms currently use its platform, with enterprise clients that include Carson Group, Osaic, Kestra Financial, Hightower, and Ameritas. The company said its platform already saves advisors more than 10 hours per week on administrative tasks such as meeting notes, intake forms, and client emails.
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