"Zocks allows our advisors to really listen and engage in client conversations vs. getting bogged down in meeting notes. This technology allows us to spend more time on things that matter most [...]."
Zocks closes Series A round with a total of $19.5M to empower advisory firms
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Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity
Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity
Advisors have long struggled to balance focusing on clients with capturing every personal and financial detail during meetings.
Designed specifically for financial advisors, Zocks...
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