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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
Mesh
2 followers
JPMorgan Chase & Co.
1211 followers
Intuit
398 followers
American Express
333 followers
Gaingels
1 follower
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