Zocks | AI for Advisors

How does your firm's tech stack measure up? Now’s the time to share your thoughts and shape the future of tech! Take the 2025 T3 Technology Tools for Today / Inside Information Software Survey and let your voice be heard. Your input makes a difference! ?? ?? Don’t forget to check out Zocks in Question #60! Submit your feedback here: https://lnkd.in/eaZckNgF #FinTech #WealthManagement #TechInnovation

?? Happy Thanksgiving from all of us at Zocks! ?? This Thanksgiving, we're grateful for our amazing clients, and our talented team that pushes boundaries every day to make our platform truly remarkable. As we look back, we're inspired by the progress we've made together and are even more excited about what lies ahead. Wishing you a holiday filled with warmth and gratitude!

What an incredible experience at IMPACT?2024 last week! Our team had the opportunity to connect with industry leaders, innovators, and advisors to explore how client intel can transform the way we serve clients and drive value. Throughout the event, we dove into some game-changing discussions on leveraging data-driven insights to create personalized, impactful experiences for clients. From breakout sessions to networking events, every moment was filled with fresh perspectives, new strategies, and an inspiring look into the future of wealth management. A huge thank you to the events team for an unforgettable week of growth and connection. Here’s to changing the game together! We'd love to keep the conversation going. If you didn't get a chance to stop by, you can still book time with our team for an in-depth demo or to get assistance in starting your free trial here: https://lnkd.in/gh79M4VN #Zocks #SchwabIMPACT #WealthManagement #FinTech

The Zocks Team is live at IMPACT?2024! ?? Swing by booth #525 to meet Mark Gilbert and Jim Hardeman and discover how Zocks can elevate your firm and client experience. Let’s connect! #Zocks #SchwabIMPACT

We're on the move! ?? The Zocks team is heading to San Francisco for IMPACT?2024 next week! Will we see you there? #SchwabIMPACT

Exciting things are happening at Zocks! Our latest update introduces new features designed to supercharge your experience: ? Mobile & Landline Phone Call Support: The Zocks AI Assistant can now be used to analyze and summarize conversations from mobile and landline phone calls. ? New Meeting Summary and AI Agent: Zocks now includes a new Meeting Summary and your Zocks AI Assistant can interact with it to update your results dynamically. ? New Email Reply AI Agent: Your Zocks AI Assistant can now help with generating contextual draft email replies to clients based on past conversations and connected information in CRM. ? Enhanced ‘Intelligence Presets’ and Meeting Outputs Check out the full product update and see how we're evolving to better serve you: https://lnkd.in/dm29V6_A #AdvisorTech #AI #Zocks

The Zocks Team is onsite at InvestmentNews RIA Activate today! ?? Find Mark Gilbert at Booth #6 where we’ll be showcasing how Zocks can transform your firm and client experience. Stop by and let’s chat! ?? #Zocks #RIAActivate

Catch the Zocks team on the west coast at these conferences this month: ?? Nov 12 InvestmentNews RIA Activate https://bit.ly/4eZbiPf ?? Nov 19-21 IMPACT?2024 https://bit.ly/3mqlpCT Will you be there too? If so, let’s connect and chat about how you can level up your client intelligence. #Zocks #RIAActivate #SchwabIMPACT

Big things are happening at Zocks! We’re thrilled to roll out exciting updates, packed with features that will boost your advisor practice: ?? Native Phone Support - Allows you to join meetings via phone. ? Redtail Calendar Sync Updates - Enhanced synchronization with Redtail’s calendar. ? Meeting Summary Agent 2.0 - Improved based on your feedback, now smarter with preset editing and a full-page view for manual summary adjustments. ? AI Model Improvements - Upgraded to deliver even sharper, clearer results with refined accuracy. ? Email Responder: An AI Agent which handles customer queries by pulling insights from CRM and all Zocks data. Want to learn more? Check out the full product update on our blog: https://lnkd.in/dm29V6_A #AdvisorTech #AI #Zocks

Meet ZockStar, Doug Oosterhart, CFP? of LifePoint Planning, and discover how we're transforming the client experience with data security and compliance you can trust ?? Advisors are calling Zocks a game changer—and here’s why: At Zocks, we understand the importance of protecting your clients' sensitive information. That’s why we lead the industry with robust data security, privacy, and compliance controls to safeguard your client conversations. Stay ahead of regulatory requirements and gain insights from virtual and in-person meetings — all without recording conversations. Take back your peace of mind so you can focus on building stronger client relationships with Zocks. Don't take our word for it. See what our ZockStars have to say ?? https://www.zocks.io/roi #ZockStars #ClientSpotlight #Zocks