Do you ever find yourself wishing you could save more time per client meeting? Advisors tell us they save an average of 30 to 45 minutes per meeting by using Zocks. It can save you time by automating various tasks such as generating follow-up emails, tasks, and client profiles that sync with your CRM – all with just one click. Plus, it helps you prepare for your next client meeting based on historical data.
Save time on email follow-ups and build strong relationships with your clients! Zocks provides you with a client follow-up email just seconds after your meeting. This richly formatted email can be easily tailored to match your unique style or to a specific meeting agenda, ensuring a professional touch every time.
Say goodbye to manual data entry! Zocks enables you to directly send all meeting results to your CRM, while keeping the formatting and saving you valuable time and effort. Zocks supports Wealthbox, Redtail and Salesforce, with more integrations to come.
For compliance purposes, you may need to push all the data from your meeting to your CRM, which can be done in just seconds. Alternatively, you can select specific results to send to your CRM as notes, with the option to edit them before sending.
Prepare faster and effectively for your upcoming client meetings with Zocks’ “Ask Anything” feature. Get instant answers on your clients to any questions based on historical data.
According to research by Kitces, top-earning advisors allocated just 10% more time to client meetings than their lower-earning counterparts while reducing their back-office work. This allowed them to dedicate about 4 extra hours each week—roughly 200 hours annually—to client interactions, nearly doubling their income!
Leave back-office tasks behind—let AI capture financial details during client meetings!
Check out the video below to get a better idea of these key time-saving workflows:
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