Zocks
ABOUT
Zocks Client AI is a privacy-first platform built specifically for Financial Services. Zocks assists with client meeting prep, note taking during virtual and in-person meetings, automates follow ups, and drafts personalized emails - without the need to record conversations. Zocks builds client profiles and intelligence across meetings and households to level up the client experience. Plus Zocks seamlessly integrates with CRM to sync notes, client data and tasks to save time. With Zocks, Advisors can be fully engaged in every client conversation, and never worry about missing a key detail. Advisors and Firms trust Zocks for its unrivaled privacy and productivity.
HANDOUTS
The AI Platform Built for Financial Advisors
SPECIALIZE IN
- Financial Planning Tools
- Client Engagement
- Marketing & Sales
- Analytics & Reporting
CONTACT INFORMATION
548 Market St, PMB 69528, San Francisco, CA, 94104,
Website: www.zocks.io
Phone: 425-533-4201
Email support@zocks.io
