How Advisors Use Wealthbox + Zocks for AI-Powered Meetings
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Overview
Join us for a previously recorded webinar to discover how advisors using Wealthbox and Zocks can automatically create events, notes, and tasks in Wealthbox based on analyzing client meeting conversations–without needing recordings. Learn how this integration enhances productivity and client engagement for in-person and virtual meetings.
Key takeaways
- How Zocks enables advisors and staff members to be more efficient when preparing for client meetings, leaving more time to build stronger client relationships as a result.
- How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
- How the integration reduces the time and effort it takes to prepare for meetings, update and maintain CRM records, create and delegate tasks, schedule meetings, and communicate with clients in a timely and personalized manner.
- The benefits of the Zocks and Wealthbox integration and how to easily get started.
“The bi-directional integration between Zocks and Wealthbox is a powerful combination for leveling up client experience, and advisor and team productivity.”
Jim Hardeman
EVP, Product at Zocks
How Zocks makes a difference
We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.
At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable.
Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.
We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.
At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable.
Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.
We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.
At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable.
Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.
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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. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.
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