Zocks
Advisor meetings, transcripts and insights for financial advisors.
Install
You sign in on Zocks's own page. No key to copy.
Zocks, in a GBrain workspace
Advisor meetings, transcripts and insights for financial advisors.
gbrain.io
Advisor meetings, transcripts and insights for financial advisors.
Zocks is conversation intelligence for financial advisors: it captures each client meeting along with the goals, concerns and planning opportunities raised. Connected to a workspace, GBrain can answer “which clients mentioned selling a business this year?” and point to the meeting where each one said it.
The connection only reads.
GBrain gives Zocks a command line too. From a terminal, a
script or Claude Code,
gbrainio tool help zocks
lists its commands once it is connected.
You sign in on Zocks's own page. No key to copy. Then add it to a workspace, and anyone on the team can ask about it in plain words.