Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors. The platform integrates with CRMs like Salesforce and financial planning tools to ...

Zocks, the privacy-first AI platform for financial services, today announced the launch of Zocks Account Opening, a new capability that automates the account opening workflow during onboarding to help ...

ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness. Advisors can now automate fact-finding, follow-ups, ...

ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness. New AI-powered capabilities enable advisors to ...

Co-led by Lightspeed Venture Partners and QED Investors, new round brings total funding to $65M and will expand AI capabilities from efficiency tool to business growth engine SAN FRANCISCO--(BUSINESS ...

RFG Advisory, the Birmingham, Ala.-headquartered hybrid RIA platform with $7.3 billion in assets, has made a strategic investment in Zocks Communications, the AI assistant, notetaker and meeting ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors, today announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth ...

Zocks, the AI notetaking and meeting prep provider, has taken a key step forward in its agentic AI ambitions. On Tuesday, the San Francisco-based wealth tech startup unveiled an agentic AI feature ...

Zocks, the privacy-first AI assistant for financial advisors, today announced it is bringing its AI-automated operational and document intelligence capabilities to the life insurance market. Zocks is ...

When Mark Gilbert co-founded Zocks three and a half years ago, he saw a simple but transformative opportunity: help financial advisors reclaim time lost to administrative work. “We just started off ...