Have your meeting notes, workflows and tasks automatically synced with your CRM

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Save at least 15 minutes of CRM admin per client meeting.

• Zocks captures financial details during client meetings, eliminating the need for manual note entry, all while being compliant with its unique no-recording solution
• Your meeting notes and tasks can be seamlessly sent directly to your CRM immediately after each client meeting
• Drive workflows automatically after your meetings in your CRM
• CRM Integration with: Wealthbox, Redtail, Salesforce, Practifi, and XLR8

Seamless CRM sync: 1-Click Export of meeting notes, workflows and tasks

Exporting entire meeting summaries to your CRM is now easier than ever. With just 1-click, Zocks instantly pre-populates your notes. Once everything is ready, you can fine-tune or export them to your CRM in a single effortless step. Additionally, your already implemented CRM workflows can be started right from Zocks with the help of our AI Assistant.

Being purpose-built for Advisors, Zocks supports Wealthbox, Redtail, Salesforce, Practifi and XLR8. Connect your preferred CRM to seamlessly synchronize all your meeting notes and tasks.

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The Note-Taking Struggle: Financial Advisors' Battle with Client Meeting Details

Financial advisors often struggle with note-taking, as their meeting notes frequently lack crucial details, and by the time they try to fill them in, the specifics are forgotten. Despite the importance of timely, detailed notes, achieving this is difficult. Ideally, advisors should summarize each client interaction immediately in their CRM, managing about 600 notes annually, or just over two per workday, but in practice, this remains a significant challenge (Source of data: Kitces).

Financial Advisors gain efficiency with Zocks' seamless CRM integration for meeting documentation:

Watch the video below to learn more about CRM integration:

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Get started!

You can try Zocks for free or schedule a 15-minute call with our Product Experts, who will walk you through the product and help you get started.

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