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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Greg is an AI executive assistant for people who live in back-to-back meetings. He joins Zoom, Google Meet, and Microsoft Teams as a visible participant, or works from in-person recordings, so you can stay in the conversation while he captures what was decided, who owns what, and what still needs a follow-up.
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Key Features:
- Automated Meeting Attendance
- Accurate Transcriptions
- Instant Meeting Minutes
- Unlimited Storage for all your meeting recordings.
- Multilingual Support: Support for 50+ languages
- Concurrent Meeting Capture
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- Consultants & Educators: Document client interactions and project meetings
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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
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
