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Learn how financial advisors utilize AI assistants

Learn how financial advisors utilize AI assistants

Mark Gilbert

By 

Mark Gilbert

Published 

May 27, 2024

May 28, 2024

Book a 15-minute call with Zocks Product Experts

Are you a financial advisor looking to level up your client experience and streamline your meeting processes? Discover how Zocks, the AI meeting assistant designed specifically for financial advisors, can revolutionize the way you work. Book a 15-minute demo call today to see Zocks in action and learn how it can benefit your firm.

What is Zocks?

Zocks is a privacy-first, AI-based meeting assistant and follow-up app specifically built for financial advisors. It captures personal and financial information modeled on the CFP process, identifies action items, and drafts personalized follow-up emails. Plus, it seamlessly integrates with Wealthbox and Salesforce, so you can get your meeting notes into your CRM & task managers automatically which can save a lot of valuable time for you.

Why Advisors love Zocks

  • Build stronger relationships with your clients by being fully present and engaged
  • Capture more and better information
  • Automatically arrange and organize your notes
  • Spend less time preparing for and processing your post meeting summaries
  • Automate your workflows
  • Scale your practice

The trusted partner for Financial Advisors

What you will learn on the call

How Advisors enhance their practice with AI
Discover how financial advisors like you are using AI assistants to provide a superior client experience. See firsthand how Zocks can make your meetings more productive and client-focused.

Compliance and Security
Worried about compliance and security? Let’s discuss why Zocks is already approved by top broker-dealers. Hint: Zocks is the only AI Meeting Assistant not recording your client conversations.

How to Get Started with Zocks
Find out how Zocks can be implemented in your firm with ease. Plus, learn about our free 30-day trial, giving you a risk-free opportunity to experience the benefits of Zocks.

Book Your 15-Minute Demo Call Today!

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