Don’t miss your exclusive 10% off coupon - get started before 20 December 2024!
We had a fantastic time meeting everyone at IMPACT®2024! We are always happy to see how excited advisors are for the possibilities offered by Zocks.
Book a demo with us to claim your 10% off coupon, and let’s continue discussing applications of AI in your Financial Advisor practice!
If you are still...
...wasting precious time on meeting prep, admin, follow up, task delegation?
...struggling to maintain consistent, timely and accurate communication with clients?
Zocks captures and organizes meeting notes, client details and tasks without recordings, automates meeting prep and follow-up, and keeps client records and action items up-to-date through seamless integration with advisor-focused CRMs.
Thousands of financial advisors choose Zocks for unrivaled efficiency, compliance and strengthening their relationships with clients.
Got 20 minutes? We'll show you how can integrate Zocks into your practice!
