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Zocks: Before and after

Zocks started out as a horizontal, privacy-first AI platform for capturing data from conversations, pitched to developers and to any privacy-sensitive industry at once. Fletch helped them reposition as the meeting assistant built for financial advisors, with a named category, a specific customer, and a problem statement that matches the advisor's day.

FinTechAI Products
Zocks
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horizontal: aimed at any "privacy-sensitive industry" with no named customer

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leads with a vague outcome ("capture data that matters") instead of saying what the product is

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mixes audiences on one page: end users, developers, and API buyers

names the category and the customer: the meeting assistant for financial advisors

problem statement is specific to the advisor's day: note taking, missed financial details, manual CRM entry

leads with concrete capabilities: financial fact capture, follow-up emails, CRM and task manager integrations

Before
Zocks before
After
Zocks after