Zocks is an AI note-taking app for meeting prep, form filling, CRM updates, and action items. Zocks is an AI note-taking app and AI assistant meant to help financial advisors. While it is primarily ...

RFG Advisory, the Birmingham, Ala.-headquartered hybrid RIA platform with $7.3 billion in assets, has made a strategic ...

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 ...

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 ...

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 has unveiled an update to address a pain point for advisors using general-purpose AI tools, while eMoney announces an improved branding feature for its client portal and Capitalize moves to ...

Zocks has raised $45 million in fresh capital as it looks to push its AI platform deeper into advisors’ day-to-day work and firm-level strategy. The San Francisco-based firm said Monday it closed a ...

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 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 ...