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

People (7)

Jobs (0)

Other offices