Build stronger relationships with your clients by being fully present in your meetings

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Financial advisors often turn to Zocks initially to save time on meeting administration tasks. However, they quickly discover an even greater benefit: the ability to be fully present during client meetings.

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Advisors have long struggled to balance focusing on clients with capturing every personal and financial detail during meetings. With Zocks, our customers report being able to stay fully engaged during client meetings, confident that our AI note-taker is capturing all the important information in a structured, ready-to-use format.

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Get started for free in less than 10 minutes

You’ll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience. Start your free trial today or book a demo with our product experts to see how Zocks can be tailored to your practice’s needs!