Zocks is an AI note-taking app for meeting prep, form filling, CRM updates, and action items. Zocks is an AI note-taking app and AI assistant meant to help financial advisors. While it is primarily ...

Advisors can now use general-purpose AI tools to produce highly specific client work, powered by Zocks client intelligence Zocks, the privacy-first AI assistant for financial services, today announced ...

SAN FRANCISCO--(BUSINESS WIRE)--Mark Gilbert, a former Twilio, Microsoft and Hearsay executive and product leader, and his co-founder Akos Ratku, a former engineering leader from Hearsay, today ...

Zocks and Jump, two of the most established names in the advisor productivity and AI-powered meeting space, have inked new enterprise partnerships in a bid to further embed themselves into the largest ...

Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors. The platform integrates with CRMs like Salesforce and financial planning tools to ...