The privacy-first AI platform built for Financial Advisors

Zocks has the specific configurations, policies and controls in place to ensure compliance with HIPAA requirements.

We received our SOC 2 Type 2 certification in early November 2023. Zocks also has a risk management program as part of our function and audit..

Zocks has customized data retention policies for each organization and supports user-controlled data retention policies at the object level. Meeting transcripts and summaries can be permanently deleted on demand or by hour, day or month.

Zocks also supports archiving and supervision integrations for transcripts with solutions like Smarsh, Global Relay, Proofpoint, and others.

Zocks provides team-based access, sharing, commenting, and meeting processing, with multiple levels of user roles and custom roles.

Data captured by Zocks is never used for training or improving Large Language Models (LLMs).

Zocks supports Single Sign On (SSO) for secure login and identity management.

Zocks supports two-factor authentication to add an extra layer of security to your account in case your password is compromised.

Two-factor authentication can also be set up at a team level and enforced for all users of an account.

Zocks supports Security Assertion Markup Language (SAML) for user provisioning and permissioning. Automatically create and configure user accounts tailored to your firm—without manual setup.

Data captured by Zocks is end-to-end encrypted in transit and at rest, and only accessible to Zocks.

Account Owners can designate entire meeting types or individual meetings as private, restricting visibility to invited participants only. Private meetings don't appear in meeting lists, analytics, or search results for non-invited team members.

Data captured by Zocks is processed and stored in the US.