Zocks | AI for Advisors

Zocks | AI for Advisors

One-liner: “Zocks develops an AI Meeting Assistant designed specifically for financial advisors to automate meeting prep, note-taking, and client communications.”

Company slogan: The Meeting Assistant for Financial Advisors.

Positioning: “Zocks positions itself as a specialized AI Meeting Assistant for financial advisors, focusing on automating administrative tasks to enhance client relationships.”

Description: “The Meeting Assistant made for Financial Advisors.
Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors’ CRM and task managers.”

Employees: 22

Website: Visit website

Headquarters: “San Francisco, CA”

Ownership: Privately Held

Founded: 2022

Company type: AI company

Use cases: “financial planning, wealth management, tax planning, insurance planning”

Pricing: 30-day free trial

Client sector: financial advisors

Business model: subscription

Products: “Zocks Platform, Zocks APIs”

Is API available: yes

Website title: Zoi Capital | Digital Health – AI in Healthcare – Venture Capital – Zoi Capital

Website description: none

Linkedin: https://www.linkedin.com/company/zocks

Youtube:

Instagram:

Facebook: https://www.facebook.com/profile.php?id=61555311276747

Twitter: https://twitter.com/zocksio

Crunchbase: https://www.crunchbase.com/organization/zocks

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