Meeting Notes 5

Zocks is the #1 AI assistant for financial advisors. Automate your operational work and grow your book. Zocks is the #1 AI assistant purpose-built for financial advisors and wealth management firms. It makes client meetings effortless, builds financial plans faster, onboards clients after one meeting, deepens client relationships, and uncovers new revenue hiding in your book of business. Every client conversation becomes structured data that flows into your CRM and planning tools, saving advisors 10+ hours a week. Now invest that time in growing your book. Ask Zocks "who has kids but no 529?" and get a list of clients to contact in seconds. Surface life events, flag planning gaps, and anticipate client needs. Purpose-built for financial services. SOC 2 certified. Privacy-first, no audio or video recording. SEC/FINRA compliant. Deep two-way integrations with Salesforce, Redtail, Wealthbox, eMoney, RightCapital, Holistiplan, Orion, and more. 5,000+ advisory firms, including Carson Group, Commonwealth, Osaic, Hightower, and Ameritas, trust Zocks. Learn more at zocks.io.

AI sales co-pilot automating follow-ups and CRM to close more deals. Gojiberry AI is an AI-powered sales co-pilot designed to automate follow-ups and CRM updates, helping sales teams close more deals without working more. It joins Google Meets, takes notes, writes follow-up emails, updates CRMs, and reminds users of ghosting leads. It aims to save sales representatives time by automating administrative tasks, ensuring timely follow-ups, and maintaining accurate CRM data.

Online scheduling software for streamlined meetings and increased productivity. Retime is an online scheduling software designed to streamline scheduling, agendas, and meeting notes in one place. It helps users effortlessly manage their calendar, create agendas, and capture meeting moments to maximize productivity. Retime offers features like defining availabilities, calendar syncing, time zone scheduling, and integrations with tools like Google Calendar, Zoho, Google Meet, and Office365 Calendar.

AI assistant for Product Managers, transforming meetings into deliverables. Earmark is the first real-time AI-powered assistant built exclusively for Product Managers. It transforms live meeting conversations into finished deliverables instantly with a team of specialized AI agents. Earmark handles busy work in real-time, turning every conversation into actionable outcomes and giving users back hours every week, allowing them to focus on strategic vision, deep discovery, and delivering real value.

Undetectable AI meeting and interview assistant with local or cloud-based processing. Natively is an advanced hybrid AI meeting and interview assistant designed to provide real-time support during video calls. It functions as an undetectable overlay that can run 100% locally via Ollama for maximum privacy or connect to cloud-based LLMs like OpenAI, Anthropic, and Gemini using your own API keys. The tool captures live audio to generate perfect meeting notes, provides real-time answers to interview questions, and offers specialized modes for technical interviews, sales, and recruiting. It integrates seamlessly with platforms like Zoom, Google Meet, and Microsoft Teams without the use of visible meeting bots, making it completely invisible to other participants during screen shares.