Zocks - AI for Advisors
Zocks - AI for Advisors
2 months ago
linkedin.com
Zocks saves advisors 10 hours per week by automating administrative tasks and workflows. | Zocks
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What makes Zocks more than just another AI tool in the advisor tech...
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Zocks allows firms to use their own approved, workflow-specific templates for summaries and map data directly into CRM objects | Zocks | Facebook
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