Zocks | Competitive Intelligence Profile
Zocks is an AI platform designed specifically for financial advisors, wealth managers, and life insurance agents. It automates administrative...
Zocks is an AI platform designed specifically for financial advisors, wealth managers, and life insurance agents. It automates administrative tasks such as meeting note-taking, client emails, intake forms, and account opening processes, saving users over 10 hours per week. The platform integrates with CRM systems, email, calendars, and other wealth tech tools to provide data-driven insights and enhance client relationships. Founded in 2022, Zocks is privacy-first and enterprise-ready, trusted by firms like Carson Group and Commonwealth.
🛍️ Zocks Product and Pricing Intelligence →
📅 Zocks Event Participations →
⚖️ Zocks Regulatory Intelligence →
👔 Zocks Management and Leadership Team →
⚔️ Zocks Alternatives and Competitors →
💼 Zocks Hiring and Layoffs →
🤝 Zocks Partnerships, Clients and Vendors →
📈 Zocks Financial Performance, Fundraising, M&A →
🛍️ Zocks Product and Pricing Intelligence
Leverage product insights to define key product development milestones, guide go-to-market planning, build a robust product-market fit matrix, and perform in-depth SWOT analyses.
Harness pricing intelligence to support strategic pricing decisions, conduct competitive pricing analysis, and craft effective differential pricing strategies.
- Zocks was named to CB Insights' 2025 Top Fintech list.
- Zocks CEO Mark Gilbert discussed privacy and data protection requirements in wealth management on Nasdaq Trade Talks with Jill Malandrino and Capco's Head of Technology and Cybersecurity Julien Bonnay on October 21.
📅 Zocks Event Participations
Stay updated on where your competitors are showing up—industry conferences, webinars, podcasts, and speaking engagements—to gauge their messaging, target audiences, and strategic focus. Discover how they’re positioning themselves in the market, what narratives they’re pushing, and which partnerships they’re cultivating. Use this intelligence to refine your own positioning, identify missed opportunities, and stay top-of-mind in your industry.
- Zocks will demonstrate its AI Assistant for financial advisors at booth #1927 during IMPACT 2025 in Denver.
⚖️ Zocks Regulatory Intelligence
Monitor critical regulatory events—such as issued or revoked licenses, lawsuits, investigations, and court rulings—to understand the compliance posture and legal exposure of your rivals. Spot early warning signs of operational risk, delays, or reputational damage, and use these insights to fine-tune your market strategy, mitigate your own risk, or capitalize on competitor setbacks.
👔 Zocks Management and Leadership Team
Understand who’s steering your competitors by tracking changes in their management and leadership teams. Gain insights into strategic direction, leadership style, and organizational priorities based on executive backgrounds and hiring trends. Use this knowledge to anticipate competitive moves, tailor your sales or partnership approach, and benchmark against industry leaders.
⚔️ Zocks Alternatives and Competitors
Identify the competitors of your competitors to uncover indirect threats, emerging disruptors, and untapped opportunities. Understand the broader competitive ecosystem, spot white space in the market, and gain strategic context that helps you position more effectively. These insights sharpen your market intelligence and reveal angles others often overlook.
- Jump |
- Zoom |
- Materia |
- Accounton |
- Navan |
- Dellfer |
- Gtriip |
- OutSystems |
- ShareChat |
- DRIVENETS |
- Joist |
- BBVA Customer API |
- BBVA Payments API |
- Capitaliz |
- Fathom |
- Otter |
- Microsoft
💼 Zocks Hiring and Layoffs
Track key workforce changes—new hires, leadership shifts, and layoffs—to spot strategic organizational moves. Identify rising competitors, uncover shifts in company direction, and seize opportunities to attract top talent or engage new decision-makers. Use these insights to refine your recruitment strategy and build stronger business relationships.
- Nate Slayton joined Zocks as Senior Director of Product Marketing in the United States, previously Director of Product Marketing at 6sense.
- Shawn P. Preisler joined Zocks as Managing Director of Revenue in the United States, previously unspecified.
- Zocks is hiring a remote Revenue Operations Manager to support its sales team and manage the lead-to-cash lifecycle.
🤝 Zocks Partnerships, Clients and Vendors
Monitor new partnerships, client wins, and vendor relationships to understand where your competitors are gaining traction. Spot emerging alliances, evaluate ecosystem shifts, and identify potential partners or prospects early. These insights help you refine your sales strategy, anticipate market movements, and stay one step ahead in a dynamic competitive landscape.
- Zocks partnered with CreativeOne on October 24, 2025, to provide its AI assistant to CreativeOne-affiliated financial advisors for automating tasks and improving client communication.
📈 Zocks Financial Performance, Fundraising, M&A
Track competitors’ financial performance, fundraising rounds, and M&A activity to assess their growth trajectory and strategic focus. Uncover signals of expansion, market entry, or consolidation, and benchmark your position accordingly. Use these insights to inform investor conversations, identify acquisition opportunities, and fine-tune your competitive strategy.
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