Modern CRM integrated with AI-powered meeting prep
Overview
Zocks is an AI-powered platform that automates meeting prep, note-taking, follow-up actions, and personalized client communications from client conversations—without recording. With the bi-directional integration, Zocks can automatically create client meeting agendas, sync events, and notes, assign tasks across your team, and update key data fields in Wealthbox.
You can pick and choose specific details that you want to export or opt to export your full meeting summary.
Easily choose between saving Meeting Summaries to Notes (default) or Events in Wealthbox.
“The bi-directional integration between Zocks and Wealthbox is a powerful combination for leveling up client experience, and advisor and team productivity.”
Jim Hardeman
EVP, Product at Zocks
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!