Audience
Financial advisors interested in a powerful AI meeting assistant
About Zocks
Build stronger relationships with your clients by being fully present and engaged in every client interaction. Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows.
Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.
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Pricing
Starting Price:
$67 per user per month
Free Trial:
Free Trial available.
Company Information
Zocks
Founded: 2022
United States
www.zocks.io
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online