Zocks captures detailed notes from both virtual and in-person meetings without recording conversations, allowing advisors to remain fully engaged during client interactions.
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Zocks closes Series A round with a total of $19.5M to empower advisory firms
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"We can now devote our full attention to actively listening to our clients during meetings, understanding their needs and concerns more deeply."
Leading Financial Advisors and Firms choose Zocks Client AI for unrivaled privacy and productivity
Key features:
Automated meeting documentation
Action item identification
The platform identifies and organizes action items, ensuring that follow-ups and tasks are efficiently managed.
Personalized follow-up communications
Zocks drafts personalized follow-up emails and communications, maintaining consistency and timeliness in client engagement.
CRM integration
Seamless integration with CRMs like Wealthbox and Salesforce keeps client records up to date and initiates workflows automatically.
Data security and privacy
Prioritizing client confidentiality, Zocks operates without recording conversations and offers user-controlled data retention policies, ensuring compliance and data security.
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