Zocks
Negocios
Sólo para iPhone
Gratis
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
Calificaciones y reseñas
Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.
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.
El desarrollador (Zocks Communications, Inc.) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .
No se recopilan datos
El desarrollador no recopila ningún dato en esta app.
Accesibilidad
El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles
Ficha técnica
- Vendedor
- Zocks Communications, Inc.
- Tamaño
- 32 MB
- Categoría
- Negocios
- Compatibilidad
Requiere iOS 13.0 o posterior.
- iPhone
Requiere iOS 13.0 o posterior. - iPod touch
Requiere iOS 13.0 o posterior.
- Idiomas
- Inglés
- Edad
4+
- 4+
- Copyright
- © Zocks Communications Inc.