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Zocks

HQ Address

San Francisco, CA, United States

Website Address

www.zocks.io/

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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

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