Client Solutions
Branded digital experiences that keep clients confident, informed, and connected to their wealth.
Meeting Assistant
Intelligent Meeting
Intelligent Meeting powered by Zocks brings AI-powered productivity to every stage of the advisor-client meeting workflow. From pre-meeting research to real-time notes and post-meeting follow-up, it eliminates the busy work that keeps advisors from doing what matters most: serving clients.
Fully integrated with the InvestCloud Advisor Workspace or available as a compliment to your existing Advisor platform, Intelligent Meeting turns hours of manual preparation into minutes — helping advisory firms scale engagement, deepen relationships, and drive measurable growth.
With InvestCloud, Firms Can:
- Prepare meetings in 3–4 minutes instead of 45–60 minutes, saving advisors up to 8 hours per week
- 2x more data auto-populated to Zocks, maximizing AI capabilities and unlocking richer client insights
- Uncover practice-wide engagement trends that translate into clear metrics for effectiveness, consistency, and growth
Less Admin. More Impact.
Intelligent Meeting automates the most time-consuming parts of the advisor-client meeting workflow — without recording conversations — so advisors walk into every interaction fully prepared and walk out with follow-up already underway. By combining the richness of structured client data with the speed of generative AI, Intelligent Meeting keeps advisors focused on what matters most: engagement, not administration.
Intelligence at Every Stage of the Meeting Lifecycle
Intelligent Meeting surfaces the client insights advisors need before every meeting, then handles the admin — notes, follow-up, and data entry – leaving advisors free to do what drives growth: focus on clients.
AI-Powered Meeting Preparation
Generate AI-driven agendas and tailored talking points in minutes, drawing on CRM data, portfolio history, financial planning context, and prior meeting intelligence — so advisors arrive ready to have the right conversation.
Real-Time Note-Taking & Summarization
Capture structured meeting notes automatically during the session — no recording required. AI summarization ensures every key detail is documented accurately, compliantly, and instantly.
Automated Post-Meeting Follow-Up
Eliminate manual follow-up tasks. Action items, next steps, and client communications are surfaced and auto-populated across key wealth systems, reducing the administrative drag that follows every client interaction.
Seamless Advisor Workspace Integration
Intelligently embedded within InvestCloud’s Advisor Workspace, with contextual jump-off points, embedded SSO, and AI meeting summaries surfaced directly in Client 360 — so everything advisors need lives in one connected experience.
Practice Engagement Impact
Uncover advisor-client engagement trends across the firm, translating meeting activity into clear metrics that help leaders drive effectiveness, consistency, and optimized growth across the entire practice.
Intelligent Meeting has been a huge game changer for our business. It would take hours of staff time to try to create anything nearly as good as what Intelligent Meeting does for us with a click of a button. It’s now an integral part of our firm’s processes. After using it even a few times, we couldn’t live without it.
Who We Serve
Built for Every Corner of Wealth Management
From regional and community banks and wealth managers to RIAs and broker-dealers, InvestCloud turns disconnected systems into connected, data-driven experiences that deepen relationships and enable scalable growth.
Financial Institutions
Built for regional and community banks seeking to connect advisor and client experiences across business lines and teams, while increasing advisory efficiency, retention, and growth.
RIAs
InvestCloud brings together the data, technology, and AI modern RIAs need to scale smarter, turning fragmented systems into connected, client first experiences that drive growth and efficiency.
Experience the Power of Intelligent Wealth
Experience the Power of Intelligent Wealth
See how InvestCloud enhances client meetings so advisors can spend more time focused on serving clients and deepening relationships.