Want 10 hours a week back to focus on your clients? With Zocks, you can have it. Join our live demo tomorrow to see how Zocks automates your meeting notes, intake forms, client emails and more. Here’s what we’ll cover: Capabilities — See all the work Zocks can do for you Pricing – Find the plan that fits your practice Integrations – Discover the tools Zocks connects with Privacy & Security – How we keep your client conversations private Comparison – See what makes Zocks unique Support & Onboardi
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ICYMI Mark Gilbert & Mark Friedenthal of Tolerisk recently discussed how AI can enhance the human touch, streamline operations, and build client trust. Watch the replay to learn how to effectively use AI to skyrocket your firm. https://register.gotowebinar.com/register/3684108766819918680?source=Zocks #Webinar #AI #AdvisorTech | Zocks
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