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.
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Key Features:
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- Multilingual Support: Support for 50+ languages
- Concurrent Meeting Capture
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Pricing
Starting Price:
$67 per user per month
Free Trial:
Free Trial available.
Company Information
Zocks
Founded: 2022
United States
www.zocks.io
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
Zocks Frequently Asked Questions
Q: What kinds of users and organization types does Zocks work with?
Zocks works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Zocks support in their product?
Zocks supports these languages: English.
Q: What kind of support options does Zocks offer?
Zocks offers support via online.
Q: What other applications or services does Zocks integrate with?
Zocks integrates with: Gmail, Google Meet, Microsoft Outlook, Microsoft Teams, Practifi, Redtail CRM, Salesforce, SmartOffice, Wealthbox, Zoom Phone, and Zoom.
Q: Does Zocks have an API?
Yes, Zocks has an API.
Q: What type of training does Zocks provide?
Zocks provides training in the form of documentation.
Q: Does Zocks offer a free trial?
Yes, Zocks offers a free trial.
Q: How much does Zocks cost?
Pricing for Zocks starts at $67 per user per month.
