Zocks
About Zocks
Zocks is an AI-driven meeting assistant designed specifically for financial advisors, automating meeting preparation, note-taking, and follow-up communications without recording client conversations. By streamlining administrative tasks and ensuring data privacy, Zocks enables advisors to focus on building stronger client relationships and maintaining up-to-date CRM records.
Zocks is an AI-driven meeting assistant designed specifically for financial advisors, automating meeting preparation, note-taking, and follow-up communications without recording client conversations. By streamlining administrative tasks and ensuring data privacy, Zocks enables advisors to focus on building stronger client relationships and maintaining up-to-date CRM records.
What does Zocks do?
Zocks is an AI-driven meeting assistant designed specifically for financial advisors, automating meeting preparation, note-taking, and follow-up communications without recording client conversations. By streamlining administrative tasks and ensuring data privacy, Zocks enables advisors to focus on building stronger client relationships and maintaining up-to-date CRM records.
Where is Zocks located?
Zocks is based in San Francisco, United States.
When was Zocks founded?
Zocks was founded in 2022.
How much funding has Zocks raised?
Zocks has raised 5500000.
- Location
- San Francisco, United States
- Founded
- 2022
- Funding
- 5500000
- Employees
- 26 employees
- Major Investors
- Lightspeed Venture Partners