Privacy and Security

The AI Client Intelligence Platform trusted by thousands of financial

advisors and leading broker-dealers

Security that scales with you

We prioritize your privacy with enterprise-grade security, ensuring your information stays safe and confidential.

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HIPAA Compliant and SOC 2 Type 2 Certified

Zocks has the specific configurations, policies and controls in place to ensure compliance with HIPAA requirements.

We received our SOC 2 Type 2 certification in early November 2023. Zocks also has a risk management program as part of our function and audit..

Advanced data retention policies at the object level

Zocks has customized data retention policies for each organization and supports user-controlled data retention policies at the object level. Meeting transcripts and summaries can be permanently deleted on demand or by hour, day or month.

Zocks also supports archiving and supervision integrations for transcripts with solutions like Smarsh, Global Relay, Proofpoint, and others.

User access controls for teams with auditing

Zocks provides team-based access, sharing, commenting, and meeting processing, with multiple levels of user roles and custom roles.

No LLMs holding or training on your data

Data captured by Zocks is never used for training or improving Large Language Models (LLMs).

Single-Sign On

Zocks supports Single Sign On (SSO) for secure login and identity management.

Two-factor authentication

Zocks supports two-factor authentication to add an extra layer of security to your account in case your password is compromised.

Two-factor authentication can also be set up at a team level and enforced for all users of an account.

Security Assertion Markup Language (SAML)

Zocks supports Security Assertion Markup Language (SAML) for user provisioning and permissioning. Automatically create and configure user accounts tailored to your firm—without manual setup.

Fully encrypted data

Data captured by Zocks is end-to-end encrypted in transit and at rest, and only accessible to Zocks.

US-based data processing & storage

How Zocks makes a difference

At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable.

Matt Hall

Hill Investment Group

Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.

Jay Cranford

Buff Your Finances

We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.

Harsh Govil

Principal at Motive Ventures