Jim Hardeman Email

EVP, Product . Zocks | AI for Advisors

San Francisco, CA

Location

Current Roles

Employees:
43
Revenue:
$5.6M
About
The Meeting Assistant made for Financial Advisors. \nZocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.
Zocks | AI for Advisors Address

San Francisco, CA
United States
Zocks | AI for Advisors Email