The Meeting Assistant made for Financial Advisors. 
Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.

Banking

Credit

Enterprise Software

Finance

FinTech

Zocks

The Budapest office focuses on product development, design, operations, and engineering talent to drive innovative solutions.

Budapest

The Denver office focuses on delivering customer support and implementation solutions for software products.

Denver

Zocks' headquarters in San Francisco, United States

Mark Gilbert

Drew Dimarino

Michael Murphy

Jim Hardeman

Steven Latow

Shawn P. Preisler

Mitchell Dunn

Ákos Ratku

This department is responsible for managing customer relationships and driving revenue through various sales roles.

Sales Organization

This department oversees the development and marketing of products, ensuring they meet customer needs and align with business goals.

Product Management

This department manages the implementation process for clients, ensuring successful onboarding and project execution.

Implementation Services

The Engineering Team at Zocks is responsible for developing and maintaining the Meeting Assistant software for financial advisors. This includes capturing financial details during client meetings, preparing follow-ups, and ensuring seamless integration of meeting notes into advisors' CRM and task managers. The team works collaboratively to implement robust and efficient software solutions, improving the productivity and effectiveness of financial advisors.

Engineering Team

This department is responsible for overseeing strategies and operations related to revenue generation and client account management.

Revenue Management

The Leadership Team at Zocks is responsible for steering the company's strategic vision, overseeing operational execution, driving product innovation, and ensuring seamless integration of Zocks' meeting assistant technology into clients' workflows. This team sets the direction for growth and success, aligning business objectives with technological advancements to meet the needs of financial advisors.

Zocks

Org chart

Teams

Sales Organization

Product Management

Implementation Services

Engineering Team

Revenue Management

Leadership Team

Offices

Zocks

Org chart

Teams

Sales Organization

Product Management

Implementation Services

Engineering Team

Revenue Management

Leadership Team

Offices

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