Zocks
Économie et entreprise
Uniquement pour iPhone
Gratuit
iPhone
The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone.
Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you can focus on your clients.
Trusted by thousands of advisors at leading firms including Commonwealth, Carson, Osaic, and RFG.
MEETING PREP ANYWHERE
- Get AI-generated prep notes pulling data from your CRM, emails, and past conversations
- Review client history, action items, and discussion topics at a glance
- See meeting participants and context
- Send personalized prep emails directly from your phone
- Perfect for last-minute reviews or when clients move meetings up
CAPTURE EVERY CONVERSATION
- One-tap voice recording for any client interaction
- Add or remove participants during recording for accurate speaker attribution
- Works for scheduled meetings and impromptu conversations
- Privacy-first and FINRA compliant
STAY ORGANIZED ON THE GO
- View all upcoming meetings in one place
- Calendar sync with meeting type indicators
Join thousands of financial advisors saving 10+ hours every week. Download Zocks and transform how you work with clients.
Questions? Contact support@zocks.io or visit zocks.io
Notes et avis
Cette app n’a pas reçu suffisamment de notes ou d’avis pour en proposer un aperçu.
We're constantly improving Zocks to save you more time with every client conversation. This update includes bug fixes and performance improvements to keep things running smoothly.
- Check out the latest product updates on our blog: zocks.io/resources/blog
- Enjoy using Zocks? Please leave a rating! Your feedback helps us improve.
Le développeur Zocks Communications, Inc. a indiqué que les pratiques de l’app en matière de confidentialité peuvent inclure le traitement des données tel que décrit ci‑dessous. Pour en savoir plus, consultez la politique de confidentialité du développeur .
Données non collectées
Le développeur ne collecte aucune donnée avec cette app.
Accessibilité
Le développeur n’a pas encore indiqué quelles fonctionnalités d’accessibilité sont prises en charge par cette app. En savoir plus
Informations
- Fournisseur
- Zocks Communications, Inc.
- Taille
- 32,7 Mo
- Catégorie
- Économie et entreprise
- Compatibilité
Nécessite iOS 13.0 ou version ultérieure.
- iPhone
Nécessite iOS 13.0 ou version ultérieure. - iPod touch
Nécessite iOS 13.0 ou version ultérieure.
- Langues
- Anglais
- Âge
4+
- 4+
- Copyright
- © Zocks Communications Inc.