
Zocks | AI Meeting Assistant for Advisors
@zocksio
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The AI Meeting Assistant for Financial Advisors Try it today: https://t.co/cAsRq9p4re
San Francisco
Joined December 2023
🚀 From Admin Chaos to Client-First Clarity.@CarsonGroupLLC saved 𝟴 𝗵𝗼𝘂𝗿𝘀 𝗮 𝘄𝗲𝗲𝗸 𝗽𝗲𝗿 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 by switching to Zocks. No more manual notes. Seamless Salesforce sync. $2M+ ROI in just 6 months. All with zero recordings & near-zero training. Zocks isn’t just
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“From nice-to-have to competitive necessity.”. AI is no longer optional in wealth management. In this new interview with @wealth_mgmt, our EVP of Product Jim Hardeman joins @ShannonRosic to unpack how Zocks is redefining advisor productivity. Watch the full conversation:.
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🚨 New integration alert: Zocks now syncs directly with @PreciseFP! 🚨. We’ve partnered with the award-winning engagement platform from @docupace to make onboarding and data collection frictionless, automating workflows from the very first conversation. Join our live demo on
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Still spending hours gathering client data for financial plans? Join our webinar to see how Zocks + @eMoneyAdvisor gets it done automatically. We’ll show you how to: . ⚡ Instantly fill out eMoney’s Fact Finder .⚡ Automatically update financial plans.⚡ Reply to client emails in
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🚨 Big news: Zocks now integrates directly with @eMoneyAdvisor! 🚨. We’re proud to partner with eMoney on the 𝗳𝗶𝗿𝘀𝘁 𝗔𝗜-𝗽𝗼𝘄𝗲𝗿𝗲𝗱, 𝗯𝗶-𝗱𝗶𝗿𝗲𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 that syncs data in real time—from conversation to plan and back again. No more manual
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Zocks is live at @wealth_mgmt Wealth Management EDGE in Boca Raton! . We’re thrilled to be here for #WMEdge, where the future of wealth management is being shaped. Catch our incredible team — Jim and Stephany — holding it down at the Zocks kiosk!. 📍 Stop by, say hi, and see how
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We’re honored to be named a Wealthies Finalist in not one, but TWO categories for the 2025 @wealth_mgmt Industry Awards:. 🏆 Disruptors > Technology.🏆 Technology Providers > Artificial Intelligence > Meeting Support. These nominations are a huge moment for us—and a testament to
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Big news: We're thrilled to partner with @CommonwealthFN to bring AI-powered client intelligence to 2,300+ affiliated advisors. 🚀
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At their 10th annual conference, @AdvisorEngine unveiled a series of powerful new integrations aimed at transforming advisor productivity—and we’re proud to say Zocks is one of them. 💥. As the #wealthmanagement space embraces AI, AdvisorEngine is stepping up by integrating with
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Advisors deserve technology that works with them, not against them. That’s why we’re proud to partner with @ameritasrep to help their advisors streamline operations and strengthen client relationships. Get all the details here: #Zocks #Ameritas
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Financial advisors are leveraging #AI to streamline workflows & enhance client service. But which tools stand out?. @investmentnews highlights top AI programs—spoiler: Zocks made the list. The right AI elevates your practice & unlocks growth. The question isn’t whether to use.
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Our new collaboration with @osaic_inc empowers entrepreneurial advisors with the time-saving technology to capture critical information from client conversations while maintaining the highest standards of privacy and security. Learn more:
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Big moves, big mindset! Our CEO, @markegilbert, joined the @RFGAdvisory Game Film #podcast with @TheHutchJ to talk #leadership, growth, and the perfect walkout song. 🎤 Will it be Empire State of Mind or Thunderstruck?. 🔥 Check out the full episode here:
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Big news! @RFGAdvisory is taking advisor efficiency to the next level with Zocks! Our AI-powered, privacy-first client intelligence platform is now part of their cutting-edge tech stack—automating meeting prep, note-taking, and follow-ups directly in Salesforce. ✨ No more
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We’re thrilled to welcome Drew DiMarino as our new Chief Revenue Officer! With nearly 30 years in #fintech—leading at eMoney & Nitrogen—he’s set to drive Zocks’ next phase of growth and will oversee all revenue-generating initiatives. Welcome to the team, Drew! Exciting things
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