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Zocks | AI for Advisors

Software Development

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About Zocks | AI for Advisors

What does Zocks | ai for advisors do?+

The Meeting Assistant made for Financial Advisors. Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors CRM and task managers

What is Zocks | ai for advisors's industry? +

Zocks | ai for advisors operates in the Software development industry.

What is Zocks | ai for advisors's revenue? +

Zocks | ai for advisors's revenue is 11m - 100m

What is Zocks | ai for advisors's company size? +

Zocks | ai for advisors has 11 - 50 employees.

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