Pricing
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.
Industries
Headquarters
Employees
Links
Full screen
Mark Gilbert
View all
5 people · 0 jobs
4 people · 0 jobs
HQ
Jasper
8 followers
Varo Bank
23 followers
Anrok
5 followers
Jack Henry
17 followers
JPMorgan Chase & Co.
4279 followers
Stripe
1362 followers
American Express
500 followers
Arch
1 follower
bloXroute Labs
Citigroup
1077 followers
Bank of America
794 followers
Explore companies