Zocks | AI for Advisors

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

What if you could gain a deeper understanding of your clients' behaviors, preferences, and patterns? What if we told you you could turn that data into actionable intelligence to enhance relationships and drive informed decision making at every level of your firm? At Zocks, we're equipping firms to do just that and shaping the future of client intelligence along the way. Unlike traditional AI note takers that focus solely on boosting productivity, Zocks stands out by providing intelligent client data that helps you truly anticipate needs and enhance relationships. Whether it's tracking key life events or spotting early warning signs, Zocks equips you with the knowledge to make proactive, data-driven decisions. ?? Ready to level up your client intelligence? Start your free trial today: https://www.zocks.io/ #FinTech #AdvisorTech #WealthManagement #Zocks

Do you and your clients sometimes prefer in-person meetings? You're not alone! ?? Good news: The Zocks app ?? is here to keep you connected, wherever you are. Bring those important in-person client conversations with you, and download the Zocks app now on iOS and Android: https://apple.co/3Nqu0Dk https://bit.ly/3BLl7BX #App #AdvisorTech #Zocks #AppStore

Say goodbye to manual data entry and hello to seamless collaboration! ?? With our bi-directional integration, Zocks automates your workflow by: ? Creating client meeting agendas ? Syncing events & adding notes ? Assigning tasks across your team ? Updating key data fields effortlessly in Wealthbox Ready to transform how you work? Check out the integration and try it for FREE here: https://lnkd.in/g-5VzCns #FinTech #AdvisorTech #WealthManagement #Zocks #Wealthbox #Integration