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

Zocks' headquarters in San Francisco, United States

Mark Gilbert

Steven Latow

Jim Hardeman

Shawn P. Preisler

Mitchell Dunn

Drew Dimarino

Ákos Ratku

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

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

Engineering Team

Leadership Team

Offices

Zocks

Org chart

Teams

Engineering Team

Leadership Team

Offices

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