| Utvikler: | Zocks (1) | ||
| Pris: | Gratis | ||
| Rangeringer: | 0 | ||
| Anmeldelser: | 0 Skrive en omtale | ||
| Kommentarer: | 0 Legg inn kommentar | ||
| Lister: | 0 + 0 | ||
| Poeng: | 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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Skjermbilder
Dette er nytt
- Versjon: 3.1.12
- Oppdatert:
- 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
- I dag: Gratis
- Minimum: Gratis
- Maksimalt: Gratis
Spor priser
Utvikler
- Zocks
- Plattformer: Android Apper (1)
- Lister: 0 + 0
- Poeng: 0 + 0 ¡
- Rangeringer: 0
- Anmeldelser: 0
- Kommentarer: 0
- Rabatter: 0
- Videoer: 0
- RSS: Abonner
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Poeng (0)
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- Zocks
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Bli den første til å vurdere 🌟
Tilleggsinformasjon
- Versjon: 3.1.12
- Kategori:
Android Apper›Kommunikasjon - OS:
Android 10 - Størrelse:
29 Mb - Egnethet:
Everyone - Google Play Vurdering:
0 - Oppdatert:
- Utgivelsesdato:
Kontakter
- Nettsted:
https://www.zocks.io/
Kommentarer (0)
Vær den første til å kommentere 🌟
«Zocks». Plattform: Android. Kategori: Kommunikasjon. Utvikler: «Zocks». Første utgivelse: . Siste oppdatering: . Gjeldende pris: gratis. Denne tittelen har ennå ikke mottatt vurderinger eller anmeldelser på AppAgg. AppAgg sporer prishistorikk, rangeringer og tilbakemeldinger fra brukere for «Zocks». Følg fremtidige rabatter og oppdateringer via RSS. AppAgg er ikke vert for applikasjoner eller distribuerer programvare. Alle varemerker, logoer og skjermbilder tilhører deres respektive eiere.
Zocks Kort nettadresse: Kopiert!- 🌟 Dele
- Google Play
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