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 is an AI note-taking app for meeting prep, form filling, CRM updates, and action items. Zocks is an AI note-taking app and AI assistant meant to help financial advisors. While it is primarily ...

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 ...

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 ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

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 ...

Zocks, the privacy-first AI assistant for financial services, and Conquest Planning, a technology platform modernizing financial planning with personalized advice across the wealth spectrum, today ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial services, today announced a strategic relationship with Cetera Financial Group (Cetera), the premier financial ...

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 ...