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Tuesday, Apr 29, 2025
at
2:00 PM
ET
Presented by
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+
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Leading financial advisors, firms, and enterprises choose Zocks AI Meeting Assistant for unrivaled note-taking accuracy, client insights, customization and compliance

Overview

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This webinar will cover:
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Speakers
Jason Clarke
Jason Clarke
Head of Marketing
Mark Turner
Mark Turner
Team Lead
Dale Walker
Dale Walker
Product Head

Embedded Recording

Introduction

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How Zocks makes a difference

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.

Smiling person in black and white headshot portrait
Harsh Govil
Principal at Motive Ventures

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.

A man with blonde hair wearing a suit and tie.
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.

Smiling professional headshot of a man in a blue shirt and jacket
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.

Smiling person in black and white headshot portrait
Harsh Govil
Principal at Motive Ventures

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.

A man with blonde hair wearing a suit and tie.
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.

Smiling professional headshot of a man in a blue shirt and jacket
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.

Smiling person in black and white headshot portrait
Harsh Govil
Principal at Motive Ventures

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.

A man with blonde hair wearing a suit and tie.
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.

Smiling professional headshot of a man in a blue shirt and jacket
Jay Cranford
Buff Your Finances

Get started for free in less than 10 minutes

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. Book a discussion  with our product experts to see how Zocks can be tailored to your practice’s needs.