Zocks
Zocks
$67 per user per month
Engage in each client interaction and be fully present. This will help you build stronger relationships. Zocks can capture financial and personal details without recording client conversations. It also integrates with CRM to automate follow-up tasks, communications and workflows.
Zocks can capture all the information you need without recording conversations. Zocks analyzes virtual or in-person conversations and automatically captures key information about your client's financial status, investment goals, life events, and more. Never miss a personal or financial fact.