Remote Jobs at Zocks | AI for Advisors
Zocks | AI for Advisors
Artificial Intelligence • Fintech • SaaS
Zocks is a privacy-first AI platform designed specifically for financial advisors, supporting solo practitioners, mid-size practices, and enterprises. It automates key tasks such as note-taking, meeting preparation, and client communications, enhancing workflow efficiency and collaboration. Zocks ensures compliance and data control without recording conversations, helping advisors focus more on client relationships while seamlessly integrating with existing CRM systems and tools.
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1 Jobs
🆕 Date Added
August 8
Join Zocks AI as a Partnerships Manager driving IBD channel growth in financial services.
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