Zocks
HQ Address
548 Market St, PMB 69528, San Francisco CA 94104-5401, United States
Website Address
Business introduction
The AI Assistant for financial advisors
Get 10+ hours a week back to focus on your clients. Automate your meeting notes, intake forms, client emails, and more
Enterprise-grade, privacy-first AI platform
Founded in 2022, Zocks is an enterprise-grade, privacy-first AI platform that transforms client interactions into structured, actionable intelligence for financial advisors and firms. Built with compliance, security, and scalability at its core, Zocks automates everything from note-taking to form filling, client emails and more—without recordings.
Zocks Solutions
Zocks for Enterprise
Why Zocks? Increase advisor productivity Serve more households and capture more opportunities from tier 2 and 3 clients. Get the client data you need to grow AUM Turn client conversations into data, then use it to improve lead conversion, upsell, and cross-sell programs. Recruit and retain more advisors Give advisors AI to acquire more clients, capture......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Zocks Platform
Your all-in-one AI client intelligence platform Trusted by leading financial advisors and firms. Zocks is the privacy-first AI platform designed for solo advisors, mid-size practices, and enterprises alike. The AI Meeting Assistant trusted and approved by the industry Technology designed for the highest possible note quality API-first with intelligence and productivity from the ground......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
