Zocks
Analyze client insights
@Zocks biggest unlocked opportunity for the Morgan family@Zocks deepest financial fear for the Thompson family@Zocks strongest emotional driver for Paula
Zocks connects to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, you can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.
アプリ
Zocks
情報
- 開発者
- Zocks Communications, Inc.
- カテゴリ
- Finance
- バージョン
- 2.0.0