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 15 Zocks Customer Success Stories
Ameritas
Jeremy Robson
President
Carson Group Holdings
Dani Fava
Chief Strategy Officer
Carson Group Holdings
Commonwealth Financial Network
Chris Blotto
SVP, Chief Digital & Information Officer
CreativeOne
Perry Boles
Chief Marketing Officer
Harvest Wealth Group
Kestra Financial
Zach Tingle
Professional with Roseman Wealth Advisors
Korhorn Financial Group
OnePoint BFG
Osaic
Clayton Chandler
Chief Data and Analytics Officer
Osaic
Planning for Good
Prospera Investment Advisors
RFG Advisory
Jordan Hutchison
VP of Technology and Operations
RFG Advisory
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