Zocks Launches AI Scheduling Built for the Advisor’s Entire Meeting WorkflowZocks, the privacy-first AI platform for financial services, today announced the launch of Zocks Scheduling, a new feature that automatically books meetings directly from conversations and emails, then connects every booking to the preparation, notes, and follow-up related to the meeting. Most advisors manage meeting logistics across several disconnected tools: a scheduling link, a calendar, an email inbox, and a CRM. Zocks Scheduling brings it all together and coordinates what happens before, during, and after a booking in a single automated workflow. Zocks Scheduling analyzes the details of a client meeting or email, then automatically proposes the next booking. “We built Zocks Scheduling to turn the intent to meet into an actual meeting the moment it comes up,” said Mark Gilbert, CEO and Co-founder of Zocks.