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WEbinar
How to Provide Financial Plans Faster Than Ever With Zocks + eMoney
June
18
3:00 pm
ET
PRESENTED BY
Zocks
x
eMoney
It used to take days to get all the client info you need to create a financial plan. Now Zocks does it for you, automatically.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Watch How Zocks
- Instantly fills out eMoney’s Facts
- Automatically updates a client’s financial plan,
- Writes detailed replies to your client emails & more.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
WEbinar
How to Provide Financial Plans Faster Than Ever With Zocks + eMoney
June
18
3:00 pm
PRESENTED BY
Zocks
x
eMoney
It used to take days to get all the client info you need to create a financial plan. Now Zocks does it for you, automatically.
Speakers
.avif)
Jim Hardeman
EVP, Product at Zocks
Drew DiMarino
Chief Revenue Officer at Zocks
What You'll See:
- Instantly fills out eMoney’s Facts
- Automatically updates a client’s financial plan,
- Writes detailed replies to your client emails & more.
WEbinar
How to Provide Financial Plans Faster Than Ever With Zocks + eMoney
Watch Replay
It used to take days to get all the client info you need to create a financial plan. Now Zocks does it for you, automatically.
Watch How Zocks
- Instantly fills out eMoney’s Facts
- Automatically updates a client’s financial plan,
- Writes detailed replies to your client emails & more.
PRESENTED BY
Zocks
x
eMoney
Speakers
Jim Hardeman
EVP, Product at Zocks
Drew DiMarino
Chief Revenue Officer at Zocks