How Advisors Use Wealthbox + Zocks for AI-Powered Meetings

Join us for a previously recorded webinar to discover how advisors using Wealthbox and Zocks can automatically create events, notes, and tasks in Wealthbox based on analyzing client meeting conversations–without needing recordings. Learn how this integration enhances productivity and client engagement for in-person and virtual meetings.

This webinar will cover:

1. How Zocks enables advisors and staff members to be more efficient when preparing for client meetings, leaving more time to build stronger client relationships as a result.
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. How the integration reduces the time and effort it takes to prepare for meetings, update and maintain CRM records, create and delegate tasks, schedule meetings, and communicate with clients in a timely and personalized manner.
4. The benefits of the Zocks and Wealthbox integration and how to easily get started.