Zocks
323 recensioni
- 1 profili
- 1 categorie
Valutazione media delle stelle
4.8
Serviamo clienti dal
2022
Tutti i Prodotti e Servizi
Zocks Recensioni
US
Utente verificato in Servizi finanziari
Great Follow-Up Email Summaries and Meeting Outcome Scoring
I appreciate the summary options for follow up emails and the score rating it gives for how to improve your meeting outcomes.
BC
Bennett C.
Efficient Automation, Accurate Records, and Strong CRM Integration
It automates catagories well, records accurately and creates useful follow ups that are efficient. Also strong customer service and integrates with our CRM
US
Utente verificato in Servizi finanziari
Massive Time-Saver with Incredibly Accurate Meeting Notes
Massive time-saver. Zocks accurately and efficiently captures all major talking points during client meetings, allowing me to be attentive to my clients. The notes are incredibly accurate compared to other tools I've used.
Informazioni
Cos'è Zocks?
Zocks is the AI Assistant that transforms how financial advisors and firms capture, organize, and leverage client information to better serve their clients, scale their practices, and grow AUM. It saves advisors 10+ hours a week by automating administrative work like meeting notes, intake forms, client emails, and more. This sets advisors free to focus on what matters most: their clients.
Dettagli
Anno di Fondazione
2022
Sito web
zocks.io