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Mark Gilbert

Co-Founder & CEO

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Mark Gilbert

July Product Update
Product Update
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4 min read

July Product Update

We are releasing an AI Agent as part of the Zocks platform. It’s easy to use, fast and will get better the more you use Zocks over time.

June Product Update
Product Update
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4 min read

June Product Update

Zocks expanded its advisor tech stack with new Redtail CRM and Office 365 integrations, improved CRM export, task assignment, and customizable templates. Recognized in Bain Capital Ventures' 2024 Vertical SaaS 50 Emerging Companies list.

May Product Update
Product Update
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4 min read

May Product Update

We're excited to announce our biggest update yet, featuring a redesigned user interface with new features. We've increased the number of meetings in your plans and added Google Meet support. Zocks now supports Salesforce integration.

April Product Update
Product Update
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4 min read

April Product Update

Tax season is over! Exciting news: we've launched a Knowledge Center, a Wealthbox integration, Meeting Types, and soon: Salesforce integration.

Welcome to the Zocks Blog
Announcements
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4 min read

Welcome to the Zocks Blog

Welcome to Zocks! Discover a world of innovation and productivity as we embark on this exciting journey together. Let's unlock Zocks' full potential!

March Product Update
Product Update
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4 min read

March Product Update

In its latest release, Zocks has incorporated highly requested features including Microsoft Teams, Participant & Contact Management, and improved meeting intelligence.

February Product Update
Product Update
  •  
4 min read

February Product Update

We have been diligently building Zocks to provide you with an improved experience. With that in mind, we are thrilled to launch Zocks Monthly Updates!