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Zocks automates everything from meeting prep to note-taking, client record updates, task management and client communication.
Spending extra time on gathering and reviewing information? Zocks organizes key details and action items for client meetings, so you don’t have to.
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Zocks creates detailed summaries by pulling up-to-date data from all sources through seamless integration with advisor-focused CRMs and auto-sync of client data from emails and notes.
"Zocks improves my efficiency with client follow-ups and meeting documentation. It saves me significant time."
Our AI Assistant ensures you are always well-prepared. With the Ask Anything feature, you can quickly get detailed information based on the client's historic data, earlier meetings and emails. This includes:
Zocks automatically drafts detailed, personalized pre-meeting emails in your tone, style, and format based on client history and syncs them to your mailbox with one click.
Watch the video to see Zocks in action!
Get started with a 30 day free trial. 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.
