Zocks continues to evolve based on your invaluable feedback. This month, we’re excited to announce several enhancements that make Zocks even more deeply integrated in your advisor tech stack, and user-friendly. Here are the latest updates:
Redtail is now supported in Zocks. Connect your Redtail CRM account and have all your meeting notes and tasks seamlessly synchronized. In order to connect it, go to Profile Settings, choose the Integrations tab and click the Connect button next to Redtail. If your firm uses Redtail and you need some help, just reply to this email with your questions.
Office 365 Outlook Calendar is now supported for all customers. Connect your account in the Profile settings menu, Integrations tab, Schedule a meeting in your calendar section.
Exporting entire meeting summaries to your CRM is now easier than ever. From the upper toolbar, select “Export” and Zocks will pre-populate your notes, allowing you to optionally edit and export with just one click.
Task assignment is now easy-to-use and allows for more options. From Follow Ups, select your CRM. The Task Assignment screen now allows you to select due dates, priority and assigned to (selections from your CRM users) from the dropdown menu for any task.
Your upcoming and past meetings feed in Zocks is now cleaner and fully customizable. Use the newly introduced quick filters to show only what you’re interested in, or create your own filters to tailor displayed meetings precisely to your workflow.
The Professional plan now allows you to selectively choose who you want to share your meeting summaries with. You can still share across your entire team or just select your assistant or other individual team members.
Financial summary templates and follow-up email templates are now fully customizable. Set up different templates for each meeting type to match your structure and style. For team accounts (with the Professional plan), this functionality is also available at the user level, allowing each advisor to create their own templates.
We’re honored to be recognized by Bain Capital Ventures and Headline in their 2024 Vertical SaaS 50 Emerging Companies list. Read the full article here.
"Zocks allows us to focus on the conversation with our clients without disrupting the flow to jot down notes. Our ability to take notes during meetings is not the value-add that clients come to us for. They hire us to understand how their financial situation impacts their lives, and the ability to focus on them during meetings can only add to that. For our process, the second chair has traditionally served as the note taker during meetings with the goal of eventually becoming advisors. Transferring the note-taking responsibilities to Zocks frees up the second chair to complete client tasks during the meeting and engage in the deliberate practice of focusing on how the advisor interacts with the client."
Cole McClarren, CFP® Senior Advisor & Partner — Cambridge Financial Group
"Zocks has been an invaluable addition to my tech stack. I love being able to focus on the conversation and solving problems with clients and not have to worry about taking notes. Zocks has also saved me a ton of time post-meeting by making it much easier to update internal notes, assign tasks for myself, and share meeting summaries, and next steps with the client. It is also highly accurate and understands a wide range of financial topics, including student loans. I have used several AI notetaking options, and Zocks is the best for financial advisors."
James Mwombela, CFP®, CSLP® | Advisor — SLP Wealth
Try the new features in your account:
Share your thoughts on how we can make Zocks even better by clicking the messenger icon at the bottom right corner. Your insights play a crucial role in enhancing the product, and we genuinely appreciate your contribution.
Thank you for using Zocks!
