Zocks is an enterprise-grade, privacy-first AI platform founded in 2022, tailored for financial advisors and wealth management firms in the US. The platform automates administrative tasks and enhances client interactions, allowing advisors to save 8-10+ hours each week. Led by CEO Mark Gilbert and CTO Ákos Ratku, Zocks focuses on improving business operations through natural communication and efficient data management. The all-in-one AI assistant offers features such as automated note-taking, meeting support, form filling, email drafting, and client insights. It integrates seamlessly with tools like eMoney and Orion, streamlining workflows and enhancing collaboration. Zocks prioritizes security and compliance, ensuring that data flows securely across organizations without the need for audio recordings. Trusted by thousands of financial advisors and firms, Zocks is backed by prominent investors and has received positive feedback for its impact on efficiency and client relationships.
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Zocks AI is hiring a remote practice management consultant to work with large financial services firms and lead enterprise rollout, content, and client engagement efforts.
