Zocks Features
Workflow (4)
Triggering
Initiate internal workflows based on detected events or requests.
Email drafting
Generate compliant client follow-up emails based on meeting context.
Form Pre-fill
Populate financial forms and account documents using captured client data.
CRM Auto-Logging
Sync transcripts, notes, and activities directly into CRM records.
Compliance (5)
Document verification
Confirm required disclosures and documentation are captured during interactions.
Language Monitoring
Detect prohibited, risky, or out-of-policy language in communications.
Audit Trail
Maintain tamper-resistant logs of conversations, edits, and compliance reviews.
Access Control
Restrict data access based on user roles and permissions.
Triggering
Initiate internal workflows based on detected events or requests.
Conversation Intelligence (3)
Action Items
Identify and extract follow-ups, tasks, and next steps from conversations.
AI Meeting Transcription
Capture and transcribe client meetings and calls into summaries.
Sentiment analysis
Analyze tone, sentiment, and engagement signals to assist client relationships.
Insights (3)
Next Best Action
Recommend follow-up steps or opportunities based on AI analysis.
Client Interaction Analysis
Provide dashboards and reports on communication trends and advisor performance.
Revenue Opportunity
Identify upsell, cross-sell, or revenue opportunities from client conversations.
