Zocks Description

Enhance your connections with clients by actively participating and showing genuine interest in every interaction. Zocks effortlessly gathers personal and financial insights from client dialogues, eliminating the necessity for audio recordings, and seamlessly integrates with your CRM to streamline follow-up tasks, communications, and workflows.

With Zocks, all essential details from your conversations are captured automatically, whether they occur virtually or face-to-face. The platform analyzes discussions in real time, ensuring that critical information about your client's financial status, investment aspirations, and significant life events is documented. This way, you will always have access to crucial personal and financial data, allowing you to provide tailored support and foster deeper client relationships.

Pricing

Pricing Starts At:
$67 per user per month
Free Trial:
Yes

Integrations

API:
Yes, Zocks has an API

Reviews

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Company Details

Company:
Zocks
Year Founded:
2022
Headquarters:
United States
Website:
www.zocks.io

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support

Zocks Features and Options

Meeting Software

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Financial Services Software

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Zocks User Reviews

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