Zocks, a cutting-edge, privacy-first AI platform that transforms client conversations into actionable data and insights, has officially partnered with Practifi, the leading CRM built specifically for wealth management firms. This powerful integration delivers seamless two-way data synchronization, enabling financial advisors to streamline operations, boost productivity, and improve client relationships.
With this new collaboration, contacts, meeting notes, tasks, and email communications now sync automatically between the two platforms. Zocks’ advanced AI tools, including its intuitive “Ask Anything AI Agent,” empower advisors to access historical client data, automate email responses, and conduct smarter, more informed client interactions.
“Our integration with Practifi marks a major leap forward in making AI truly practical for the wealth management industry,” said Mark Gilbert, CEO and co-founder of Zocks. “By blending Practifi’s comprehensive CRM features with our AI-driven conversation intelligence, we’re helping advisors reduce time spent on administrative tasks and refocus on delivering high-value client experiences.”
The integration directly addresses common challenges faced by advisory firms, such as manual data entry, meeting documentation, and task duplication across systems. The result is a more efficient and scalable practice where advisors stay better connected with their clients without being bogged down by operational hurdles.
“At its core, wealth management is about building relationships,” said Adrian Johnstone, CEO of Practifi. “Technology should simplify how advisors engage with clients. Our integration with Zocks ensures that advisors capture the full value of every client interaction—without sacrificing time or service quality.”
Early adopters of the Zocks-Practifi integration are already experiencing meaningful improvements.
“Zocks has revolutionized how we operate,” shared Robert Gorman, Chief Operating Officer at Apollon Wealth Management. “Our teams are saving hours every day thanks to the automatic documentation of client conversations and seamless syncing with Practifi. The result is cleaner data, increased efficiency, and the ability for advisors to be more present during client meetings instead of focusing on note-taking and task tracking.”
Advisors and firms interested in learning more about the integration and the future of AI in wealth management are invited to a live webinar hosted by Mark Gilbert of Zocks and Paige Johnson from Practifi. The session will take place on Wednesday, April 30, 2025, at 3 PM ET, covering best practices, compliance insights, and a live demo of the integration in action.
Register for the live session here to see how Zocks and Practifi are transforming the advisor experience through intelligent automation.
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