Zocks
Zocks provides AI assistant technology to optimize the client meeting journey and allow advisors to be more present in their meetings.
Course curriculum
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Introducing Zocks | Webinar Replay 12/18/2024
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Zocks 201 | Best Practices for Users | Webinar Replay 1/16/2025
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About this course
- Free
- 2 lessons
- 2 hours of video content