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The Meeting Assistant made for Financial Advisors.
Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.
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Mark Gilbert
5 members
4 members
Manhattan Global Investments
8 followers
Augment
3 followers
Coast
2 followers
JPMorgan Chase & Co.
2670 followers
Intuit
464 followers
Teamshares
1 follower
Roscommon Analytics
Insured Nomads Corporation
20 followers
Citigroup
810 followers
Rho
Goldman Sachs
752 followers
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