Business introduction
The Meeting Assistant made for Financial Advisors
Zocks uses AI to take notes for you - so you never miss an important financial detail
Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.
Zocks Solutions
Zocks for Enterprise
AI-powered client servicing at scale Automate client workflows and gain deeper insights with enterprise-grade access controls, privacy, and compliance safeguards. Insights and metrics beyond your wealth stack Zocks builds intelligent client profiles by capturing, syncing, and enriching data from your CRM, meetings, emails, calendar, and connected platforms. Identify trends, track behavioral changes, and......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Zocks Platform
Technology designed for the highest possible note quality Zocks sets the industry standard with unmatched accuracy, formatting precision, configurability, and security - without recordings. Industry-leading security and compliance Zocks is the only AI assistant built specifically for financial services security standards - without recordings, with you in control. Scale your practice with full customization Zocks......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
