Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Zocks is the AI Assistant for financial advisors. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Learn more and start a free trial at zocks.io.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Nate Slayton (Senior Director, Product Marketing), [email protected]