Zocks

Zocks 能做什么

1. 01The AI Assistant for financial advisors
2. 02You need to spend time with clients, but you’re stuck doing admin work
3. 03Zocks saves financial advisors like you 10+ hours a week by automating your admin work
4. 04Focus on your client while Zocks takes notes
5. 05Instantly fill out forms like client intake and account openings

需要核对的事项

• 用一个真实任务试用，并对照自己的要求检查结果。
• 核实服务会保存、共享或用于训练哪些数据。
• 在官网确认当前价格、使用限额和取消条款。