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.
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.
Interested in this position?
Apply directly on the company website
Toast is hiring a GTM Enablement Engineer to improve sales productivity by building and scaling the tools, workflows, and coaching infrastructure that help its field teams adopt AI-enabled enablement systems and sell more effectively.
Noctrix Health is seeking a Director of Training & Sales Enablement to build and lead commercial training and enablement programs that improve field readiness, accelerate onboarding, and support the company’s growth in clinically validated therapeutic wearables.
Coupa is hiring a Sr. Enablement Programs Manager in its Professional Services organization to lead global sales enablement and continuous learning programs that improve field performance and deal execution.
JumpCloud is seeking a Senior Sales Enablement Program Manager to lead field-focused enablement for its remote U.S. revenue organization, improving sales execution, messaging, and lifecycle performance across the customer journey.
