Zocks Inc.

About Zocks Inc.

Zocks Inc. provides an AI assistant that listens to and summarizes client meetings for financial advisors, automatically extracting action items, compliance notes, and CRM data entry. The platform integrates with Zoom, Teams, and Google Meet, generating searchable transcripts and one-page summaries that sync directly into Salesforce, Redtail, and other advisor tech stacks. Designed for RIAs, broker-dealers, and insurance agents, Zocks helps reduce post-meeting busywork, improve compliance documentation, and free advisors to focus on client relationships. The company is headquartered in Atlanta and was founded in 2023.