Zocks
Client insights for advisors
Machines 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 sign in to Zocks. By default, each person connects their own account. Machines use the access of the person asking.
- Developer
- Zocks Communications, Inc.
- Category
- Finance
- How it connects
- Log in with Zocks
- Machines can
- Read, and change what an admin allows
- Website
- zocks.io
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First month free with 5k credits