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AI for Advisors

Resources for advisors on how to get the most out of Zocks and AI

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April Product Update

•

4 min read

April Product Update

Tax season is over! Exciting news: we've launched a Knowledge Center, a Wealthbox integration, Meeting Types, and soon: Salesforce integration.

March Product Update

•

4 min read

March Product Update

In its latest release, Zocks has incorporated highly requested features including Microsoft Teams, Participant & Contact Management, and improved meeting intelligence.

February Product Update

•

4 min read

February Product Update

We have been diligently building Zocks to provide you with an improved experience. With that in mind, we are thrilled to launch Zocks Monthly Updates!

Welcome to the Zocks Blog

•

4 min read

Welcome to the Zocks Blog

Welcome to Zocks! Discover a world of innovation and productivity as we embark on this exciting journey together. Let's unlock Zocks' full potential!

April Product Update

•

4 min read

April Product Update

Tax season is over! Exciting news: we've launched a Knowledge Center, a Wealthbox integration, Meeting Types, and soon: Salesforce integration.

Most popular articles

March Product Update

•

4 min read

March Product Update

In its latest release, Zocks has incorporated highly requested features including Microsoft Teams, Participant & Contact Management, and improved meeting intelligence.

February Product Update

•

4 min read

February Product Update

We have been diligently building Zocks to provide you with an improved experience. With that in mind, we are thrilled to launch Zocks Monthly Updates!

Welcome to the Zocks Blog

•

4 min read

Welcome to the Zocks Blog

Welcome to Zocks! Discover a world of innovation and productivity as we embark on this exciting journey together. Let's unlock Zocks' full potential!