Want 10 hours a week back to focus on your clients? With Zocks, you can have it. Join our live demo tomorrow to see how Zocks automates your meeting notes, intake forms, client emails and more. Here’s what we’ll cover: Capabilities — See all the work Zocks can do for you Pricing – Find the plan that fits your practice Integrations – Discover the tools Zocks connects with Privacy & Security – How we keep your client conversations private Comparison – See what makes Zocks unique Support & Onboardi
0:10
Want 10 hours a week back to focus on your clients? With Zocks, you …
4 views8 months ago
FacebookZocks
Zocks: The AI Assistant for Financial Advisors
1:43
Zocks: The AI Assistant for Financial Advisors
3.5K views9 months ago
YouTubeZocks
Zocks - AI for Advisors
Zocks - AI for Advisors
4 months ago
linkedin.com
Zocks raises $45 mln Series B to accelerate AI-powered automation for financial advisors
Zocks raises $45 mln Series B to accelerate AI-powered automatio…
2 months ago
marketscreener.com
The Painkiller Principle: How Zocks Is Giving Financial Advisors Their Time Back (Mark Gilbert) | Zocks | AI for Advisors
The Painkiller Principle: How Zocks Is Giving Financial Advisors Their …
4.7K views1 month ago
linkedin.com
Zocks + AdvisorEngine | Eliminate CRM Admin Save 10+ Hours a Week | Zocks | AI for Advisors
Zocks + AdvisorEngine | Eliminate CRM Admin Save 10+ Hours a We…
4.5K views2 months ago
linkedin.com
What makes Zocks more than just another AI tool in the advisor tech stack? Our founder & CEO, Mark Gilbert, breaks it down on the Don’t Do That Podcast with Kelly Waltrich—sharing what really sets Zocks apart when it comes to empowering financial advisors with AI that works for them. 💡 If you're curious about... - Why Zocks is built by advisors, for advisors - How we're redefining productivity, client engagement & compliance - What to avoid when implementing new tech (and what to double down on
1:34
What makes Zocks more than just another AI tool in the advisor tech …
40 viewsApr 8, 2025
FacebookZocks
0:16
Zocks saves advisors 10 hours per week by automating administrativ…
1.1K views4 months ago
FacebookZocks
22:11
AI For Advisors: How to Boost Efficiency and Closing Ratios wit…
475 viewsMar 6, 2025
YouTubeC2P
0:05
Zocks now makes it easier than ever to map conversational data and st…
5 viewsMar 18, 2025
FacebookZocks
0:07
Cut onboarding delays. See how advisors process client document…
1.3K views4 months ago
FacebookZocks
Zocks, AI alat koji izvlači strukturirane podatke iz razgovora
Feb 18, 2024
bug.hr
1:25
Zocks Ai Review | AI Assistant For Financial Advisors - Benefits And …
115 views5 months ago
YouTubePro Assistant
0:22
Zocks allows firms to use their own approved, workflow-specific templ…
4.7K views4 months ago
FacebookZocks
44:24
AI Without the Risk: Compliance Best Practices for Financial Profe…
107 views6 months ago
YouTubeZocks
0:15
Ready to save 10 hours a week? Book your demo | Zocks
6.6K views2 months ago
FacebookZocks
AI - Bloomberg
Feb 12, 2020
bloomberg.com
0:27
#alightmotion
499.4K views4 months ago
YouTubeNIKMANTAP
1:01:00
Zocks x eMoney Live Demo: Client Documents to Plans in Seconds
929 views4 months ago
YouTubeZocks
1:02
Zocks - Document Intelligence
33 views5 months ago
YouTubeAdvisorTechBook LIVE 🎙️
1:03:17
Zocks + PreciseFP Integration Webinar: Turning Conversations i…
240 views9 months ago
YouTubeZocks
8:21
Agentic AI - A Philosophical Take
Feb 11, 2025
Microsoftv-trmyl
What is AI code-generation? | IBM
Sep 19, 2023
ibm.com
Engineering at scale: How AI is transforming PLC coding
4 months ago
se.com
18:04
7 Best AI Meeting Assistants & Note Takers in 2025 (Comparison & Ful…
3.3K views10 months ago
YouTubeBusiness Solution
1:23
Zocks x eMoney | Provide Financial Plans Faster Than Ever
5.7K views8 months ago
YouTubeZocks
56:00
How to Provide Financial Plans Faster Than Ever With Zocks + eM…
929 views10 months ago
YouTubeZocks
1:00:31
Zocks + PreciseFP Integration: Turning Conversations into Opera…
144 views9 months ago
VimeoDocupace
53:51
Holistiplan + Zocks Webinar | Integration Overview, Demo and U…
266 views6 months ago
YouTubeZocks
0:51
Zocks and Wealth.com's AI Integration: A Game Chan #Shorts
64 views2 months ago
YouTubeLatest AI
See more videos
Static thumbnail place holder