| Udvikler: | Zocks (1) | ||
| Pris: | Gratis | ||
| Rangeringer: | 0 | ||
| Anmeldelser: | 0 Skriv en anmeldelse | ||
| Kommentarer: | 0 Skriv kommentar | ||
| Lister: | 0 + 0 | ||
| Point: | 0 + 0 ¡ | ||
| Google Play | |||
Beskrivelse
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
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Skærmbilleder
Nyheder
- Version: 3.1.12
- Opdateret:
- 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.
Prishistorie
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- Platforme: Android Apps (1)
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Yderligere oplysninger
- Version: 3.1.12
- Kategori:
Android Apps›Kommunikation - Operativsystem:
Android 10 - Størrelse:
29 Mb - Indholdsklassificering:
Everyone - Google Play Bedømmelse:
0 - Opdateret:
- Udgivelsesdato:
Kontaktpersoner
- Websted:
https://www.zocks.io/
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«Zocks». Platform: Android. Kategori: Kommunikation. Udvikler: «Zocks». Første udgivelse: . Sidste opdatering: . Nuværende pris: gratis. Denne titel har endnu ikke modtaget vurderinger eller anmeldelser på AppAgg. AppAgg sporer prishistorik, vurderinger og brugerfeedback for «Zocks». Følg fremtidige rabatter og opdateringer via RSS. AppAgg hoster ikke applikationer eller distribuerer software. Alle varemærker, logoer og skærmbilleder tilhører deres respektive ejere.
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