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Zocks is a privacy-first, AI-based meeting assistant specifically built for financial advisors that can help you increase your efficiency and compliance, streamline your workflows and teamwork, and revolutionize your client engagement.
With Zocks, you can...
Save time on meeting admin and meeting prep
Level up your client experience
Streamline your practice and teamwork
Protect client privacy and increase Compliance
SOC 2 Type 2 Certified
Get started with a 30 day free trial. You’ll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience.
