Case study

Real success stories

See how advisory firms like yours are leveraging AI and Zocks to improve workflows, strengthen client relationships, and close more prospects.

From Notes to Insight: How Carson Group Uses Zocks to Power Client Intelligence

How Carson Group reclaimed advisor time, improved client engagement, and scaled smarter with structured data from Zocks.

After putting multiple AI tools to the test, RFG chose Zocks to automate workflows, structure client data, and scale advisor impact.

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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.

Follow-ups

Jayce

Create retirement income models based on different timelines and claiming strategies

Assign to Jayce in Salesforce

John

Michelle

John & Michelle Smith Discovery Call

Dec 28, 2024

9:00AM - 9:54AM

Financial Summary

Meeting Overview

Participants: Clients: John Smith, Michelle Smith; Financial Advisor: Jayce Talis