Zocks
Built for financial advisors, this app streamlines how you manage client relationships and meetings. Schedule and prepare for upcoming or live meetings with AI assistance, update client contacts on the go, personalize your workspace, and stay connected throughout the client lifecycle - all in one place. Works seamlessly with your Webex account.
How to Get Started
To get started, simply click Book a demo on our website or subscribe and our team will help create your Zocks Communications account and guide you through the Webex integration.
Business Model/Pricing
Zocks Communications is a paid service. To use this app, you must have an active subscription. For more information on pricing and subscription options, please visit: https://www.zocks.io/pricing
Account Requirements
To use Zocks with Webex, you need both a Zocks Communications account and a paid Webex license.
Support
Categories
Built for financial advisors, this app streamlines how you manage client relationships and meetings. Schedule and prepare for upcoming or live meetings with AI assistance, update client contacts on the go, personalize your workspace, and stay connected throughout the client lifecycle - all in one place. Works seamlessly with your Webex account.
How to Get Started
To get started, simply click Book a demo on our website or subscribe and our team will help create your Zocks Communications account and guide you through the Webex integration.
Business Model/Pricing
Zocks Communications is a paid service. To use this app, you must have an active subscription. For more information on pricing and subscription options, please visit: https://www.zocks.io/pricing
Account Requirements
To use Zocks with Webex, you need both a Zocks Communications account and a paid Webex license.
