Zocks
Zocks generates configurable meeting notes and summaries for financial advisors without recording their meetings.
What it does
- Meeting notes
- Summarization
Sources
- Pricing
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Pricing page: "$67 per user/month (billed annually)"
- Description
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Official documentation · 20 Oct 2026
Product page: "The AI note-taker built for financial advisors"
- What it does
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Official documentation · 20 Oct 2026
Product page: "The AI note-taker built for financial advisors"
- Sold within
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Sold on its own with published plans.
- Name
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Official documentation · 20 Oct 2026
Name as published on the product page.
- URL
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Official documentation · 20 Oct 2026
Product page, read 2026-10-20.
- Deployment
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Official documentation · 20 Oct 2026
Product page: "“Zocks Service” means the hosted service delivered by Zocks to Subscriber"
- Interfaces
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Official documentation · 20 Oct 2026
Product page: "“Zocks Service” means the hosted service delivered by Zocks to Subscriber"
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