Zocks
Jim Hardeman is currently the Executive Vice President of Product at Zocks, where Jim manages and captures important data from crucial conversations on their privacy-first AI platform. Jim is also the Managing Partner and Strategic Advisor at Mosaic Strategic Advisors, working with various clients in fields such as AI-based communications, EQMS SaaS providers, and conversational video platforms. Additionally, Jim is a Member at VentureSouth, an early-stage venture firm, and has held various product management and marketing positions at companies like CMX, Emerging Information Systems Inc., Financial Profiles Inc., and Optika Inc. Jim earned their BA in Economics from Pepperdine University.
Zocks
The Meeting Assistant made for Financial Advisors. Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.