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

Jim Hardeman

Michael Murphy

Shawn P. Preisler

Drew Dimarino

Mitchell Dunn

Steven Latow

Ákos Ratku

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

Sales Organization

This department focuses on generating leads and facilitating initial contact with potential customers.

Sales Development

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

This department is responsible for designing, coding, and maintaining software applications.

Software Development

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.

Zocks

Org chart

Teams

Sales Organization

Sales Development

Product Management

Implementation Services

Software Development

Engineering Team

Offices

Zocks

Org chart

Teams

Sales Organization

Sales Development

Product Management

Implementation Services

Software Development

Engineering Team

Offices

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