Resources for advisors on how to get the most out of Zocks and AI
Financial advisors are rapidly embracing AI solutions. Here’s why and how AI can help you elevate your practice.
Key November updates include enhanced Meeting Prep, Expanded Phone Call Support, Upgraded AI Assistant, Extended CRM Integrations, Compliance Features, and MFA Enhancements.
Zocks’ October Updates include phone call support, enhanced meeting summaries, an AI email reply agent, and improved intelligence presets for better client engagement and support.
Introducing Zocks 2.0 with new AI Agents, enhanced CRM integrations, and email-based transcript archiving. Experience personalized meeting summaries and streamlined participant assignment for better productivity.
We are releasing an AI Agent as part of the Zocks platform. It’s easy to use, fast and will get better the more you use Zocks over time.
Zocks expanded its advisor tech stack with new Redtail CRM and Office 365 integrations, improved CRM export, task assignment, and customizable templates. Recognized in Bain Capital Ventures' 2024 Vertical SaaS 50 Emerging Companies list.
Zocks is the top choice for advisor teams, offering seamless collaboration, customizable workflows, and enhanced efficiency on one platform.
The Zocks team had a blast attending the 2024 Cambridge Ignite Conference in Aurora, CO back in August.
