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About

WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations. The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems. At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through: • Smart Money Discovery™ – uncover financial goals, concerns, and opportunities • Smart Money Snapshot™ – generate a simplified overview of a client's financial situation • Smart Money Blueprint™ – create a personalized action plan and recommendations WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.

About

Build stronger relationships with your clients by being fully present and engaged in every client interaction. ‍ Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows. Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Insurance agents, annuity professionals, financial advisors, retirement planners, wealth managers, advisor teams, insurance agencies, IMOs, FMOs, BGAs, financial coaching organizations, and financial services enterprises seeking a more scalable client education and sales enablement system.

Audience

Financial advisors interested in a powerful AI meeting assistant

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$197/month
Free Version Not Supported
Free Trial Supported

Pricing

$67 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

WebPrez
Founded: 2001
United States
www.webprez.com

Company Information

Zocks
Founded: 2022
United States
www.zocks.io

Alternatives

MoneyGuide

MoneyGuide

Envestnet

Alternatives

SIMON

SIMON

SIMON Markets
Greg

Greg

Greg Inc.
AdvisorStream

AdvisorStream

Broadridge Financial Solutions
eMoney

eMoney

eMoney Advisor

Categories

Sales Enablement Supported

Categories

Integrations

Gmail Not Supported
Google Meet Not Supported
Microsoft Outlook Not Supported
Microsoft Teams Not Supported
Practifi Not Supported
Redtail CRM Not Supported
Salesforce Not Supported
SmartOffice Not Supported
Wealthbox Not Supported
XLR8 RMS Not Supported
Zoom Not Supported

Integrations

Gmail Supported
Google Meet Supported
Microsoft Outlook Supported
Microsoft Teams Supported
Practifi Supported
Redtail CRM Supported
Salesforce Supported
SmartOffice Supported
Wealthbox Supported
XLR8 RMS Supported
Zoom Supported
Claim WebPrez and update features and information
Claim WebPrez and update features and information
Claim Zocks and update features and information
Claim Zocks and update features and information