Audience

Financial advisors interested in a powerful AI meeting assistant

About Zocks

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.

Pricing

Starting Price:
$67 per user per month
Free Trial:
Free Trial available.

Integrations

API:
Yes, Zocks offers API access

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
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Company Information

Zocks
Founded: 2022
United States
www.zocks.io

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Training
Documentation
Support
Online

Zocks Frequently Asked Questions

Q: What kinds of users and organization types does Zocks work with?
Q: What languages does Zocks support in their product?
Q: What other applications or services does Zocks integrate with?
Q: Does Zocks have an API?
Q: What type of training does Zocks provide?
Q: Does Zocks offer a free trial?
Q: How much does Zocks cost?

Zocks Product Features

Financial Services

Performance Management
Risk Management
Compliance Management
Analytics
Channel Management
Customer Engagement
Branch Optimization

Meeting

Committee Meetings
Voting Management
Meeting Preparation Tools
Internal Meetings
Invitation Management
Agenda Management
Post-Meeting Tools
Action Item Tracking
Travel Management
Meeting Room Booking
Attendee Management
Legislative Meetings
Scheduling
Board Meetings
Minutes Management
Materials Management
Meeting Feedback

Zocks Additional Categories