Solution introduction
The privacy-first AI platform for financial enterprises
Backed with funding of $19.5 million by Lightspeed, Motive Ventures, Global Founders Capital, and Ascend, Zocks is the trusted AI platform of leading financial firms like Osaic, Carson Group and RFG Advisory
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 gain client- and enterprise-level insights beyond the scope of your CRM and wealth stack. Zocks also tracks platform usage, so you can ensure it drives real value and doesn’t become just another piece of shelfware.
