Co-led by Lightspeed Venture Partners and QED Investors, new round brings total funding to $65M and will expand AI capabilities from efficiency tool to business growth engine SAN FRANCISCO--(BUSINESS ...

Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors. The platform integrates with CRMs like Salesforce and financial planning tools to ...

Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors. The platform integrates with CRMs like Salesforce and financial planning tools to ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and ...

Zocks raises $13.8m for AI-driven financial advisor client intelligence Zocks, an AI-driven client intelligence platform for financial advisors has raised $13.8 million in a Series A funding round led ...

Zocks, the privacy-first AI assistant for financial advisors, today announced it is bringing its AI-automated operational and document intelligence capabilities to the life insurance market. Zocks is ...

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from ...

Zocks, the privacy-first AI assistant for financial advisors, announced it is bringing its AI-automated operational and document intelligence capabilities to the life insurance market. Zocks is ...

RFG Advisory, the Birmingham, Ala.-headquartered hybrid RIA platform with $7.3 billion in assets, has made a strategic investment in Zocks Communications, the AI assistant, notetaker and meeting ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

Advisors can now use general-purpose AI tools to produce highly specific client work, powered by Zocks client intelligence Zocks, the privacy-first AI assistant for financial services, today announced ...