In their own words:

• Zocks is a privacy-first AI platform built specifically for Financial Advisors and Firms
• Zocks was officially launched in Feb 2024 after a 6 month private beta
• Zocks is designed to work for solo advisors to enterprise firms, and we have several hundred firms using the platform daily to process thousands of conversations per week

Synopsis:

• AI-Driven Meeting Assistant: Zocks uses AI to transcribe and analyse client meetings, capturing key information, action points, and financial details.
• Enhanced Client Profiling: Builds comprehensive client profiles, including financial data, life events, and family information, to inform planning and relationship management.
• Automated Workflow Optimisation: Generates meeting summaries, follow-up emails, and CRM updates, streamlining administrative tasks for advisers.

CLICK PLAY ON THEIR DEMO BELOW