Zocks
Client insights for advisors
Agents analyse client history in Zocks to surface goals, concerns, tax considerations and planning opportunities.
- What’s the biggest unaddressed opportunity for the Morgan family?
- Summarise the Thompson family’s goals and concerns from recent meetings
- Which clients mentioned estate planning in the last quarter?
How it works
Click Connect and log in on Zocks’s own page. By default each person connects their own account, and an agent acts as whoever asked it.
- Developer
- Zocks Communications, Inc.
- Category
- Finance
- How it connects
- Log in with Zocks
- Agents can
- Read, and change what an admin allows
- Website
- zocks.io
