Zocks
AI meeting notes and workflow automation for financial advisors — no audio recording, privacy-first design.
About Zocks
Zocks is the number-one AI assistant for financial advisors, automating meeting notes, CRM updates, emails, and financial plan updates — all without recording audio or video, which addresses compliance privacy concerns. It captures accurate notes from in-person, virtual, and phone client meetings and automates the entire post-meeting workflow. Advisors report saving 10+ hours per week.
Key Features
💰 Pricing
Subscription-based; contact for pricing
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