Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows. Zocks is backed by a host of investors including Lightspeed, Motive Ventures, Global Founders Capital, and Ascend.
Showing 7 Zocks Customer Success Stories
Ameritas
Jeremy Robson
President
Carson Group Holdings
Dani Fava
Chief Strategy Officer
Commonwealth Financial Network
Chris Blotto
SVP, Chief Digital & Information Officer
CreativeOne
Perry Boles
Chief Marketing Officer
Kestra Financial
Zach Tingle
Professional with Roseman Wealth Advisors
Osaic
Clayton Chandler
Chief Data and Analytics Officer
RFG Advisory
Jordan Hutchison
VP of Technology and Operations
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