Zocks

What they sell

• AI meeting assistant
• client onboarding

Sells to: financial advisors and firms

In their words

• The AI Assistant for financial advisors

  zocks.io

• Make client meetings effortless

  zocks.io

Mentioned on

• Accountants and IT providers as AI sellers
• How the best sell AI automation to small firms
• Niche by niche: who sells AI to law, immigration, mortgage, insurance and the mature verticals
• The common menu of AI offers
• Vertical software adding AI

Sources

• https://www.zocks.io/
• https://www.zocks.io/pricing