AI Wealthtech Week Day 5: Zocks & FinMate AI

AI Wealthtech Week wraps up on day five with our final two partners: Zocks and FinMate AI. Join us for a demo from Zocks to learn how their AI-powered platform automates meeting prep, note-taking, follow-up actions, and personalized client communications from conversations, without recording.

Then, FinMate AI will present how their note-taking tool streamlines documentation processes across various meeting types, including Discovery and Review sessions, offering deep insights into client moods and preferences.

This webinar covers:

Zocks AI Integration:

1. How Zocks’ AI-powered platform automates meeting prep, note-taking, follow-up actions, and personalized client communications from conversations, without recording.
2. How the Zocks integration can automatically create client meeting agendas, sync events, add notes, assign tasks across your team, and update key data fields in Wealthbox.

FinMate AI Integration:

1. How FinMate AI’s note-taking tool streamlines documentation processes across various meeting types, including Discovery and Review sessions, offering deep insights into client moods and preferences.
2. How the FinMate AI integration enables advisors to seamlessly note-share directly to the Client Record page in Wealthbox from the client page, enhancing meeting efficiency.