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Zocks - AI for Advisors

Zocks - AI for Advisors

Zocks saves advisors 10 hours per week by automating administrative tasks and workflows. | Zocks

Zocks saves advisors 10 hours per week by automating administrativ…

1.1K views2 months ago

What makes Zocks more than just another AI tool in the advisor tech stack? Our founder & CEO, Mark Gilbert, breaks it down on the Don’t Do That Podcast with Kelly Waltrich—sharing what really sets Zocks apart when it comes to empowering financial advisors with AI that works for them. 💡 If you're curious about... - Why Zocks is built by advisors, for advisors - How we're redefining productivity, client engagement & compliance - What to avoid when implementing new tech (and what to double down on

What makes Zocks more than just another AI tool in the advisor tech …

38 views10 months ago

Zocks allows firms to use their own approved, workflow-specific templates for summaries and map data directly into CRM objects | Zocks | Facebook

Zocks allows firms to use their own approved, workflow-specific templ…

4.7K views2 weeks ago

Zocks now makes it easier than ever to map conversational data and structured CRM data into custom forms—streamlining key workflows like: ✅ Suitability ✅ Client onboarding ✅ Account openings ✅ And more! Seamlessly update your CRM and forms with zero manual entry. Ready to see it in action? Start your free trial today! 👉 Zocks.io #Zocks #AdvisorTech #WealthManagement #FinTech | Zocks

Zocks now makes it easier than ever to map conversational data and st…

5 views11 months ago

Dreading your meeting prep? We can help make that a breeze. 👇 #AdvisorTech #Zocks #Demo | Zocks

Dreading your meeting prep? We can help make that a breeze. 👇 #Ad…

5 viewsJan 16, 2025

zocks.io Reviews: Is this site a scam or legit?

zocks.io Reviews: Is this site a scam or legit?

scam-detector.com

What if you could gain a deeper understanding of your clients'...

1 views1 week ago

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