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What is Zocks?

Strengthen your client relationships by engaging meaningfully and demonstrating authentic interest in every conversation. Zocks effortlessly collects vital personal and financial information from client interactions, eliminating the need for audio recordings and integrating seamlessly with your CRM to enhance follow-up tasks, communications, and workflows. With Zocks, every important detail from your discussions is automatically recorded, regardless of whether they take place in person or online. The platform provides real-time analysis of conversations, ensuring that essential insights regarding your clients' financial situations, investment goals, and key life events are accurately captured. This comprehensive approach guarantees that you always have access to significant personal and financial information, enabling you to deliver customized support and build stronger, more meaningful relationships with your clients. By prioritizing this level of engagement, you not only enhance client satisfaction but also encourage long-term loyalty and trust.

What is ANALEC Resonate?

ANALEC Resonate is a comprehensive solution crafted for content creation, workflow management, and digital distribution, specifically aimed at teams engaged in investment research and corporate communications. Analysts can generate formatted reports utilizing customizable templates in Microsoft Word and Excel, which include embedded business logic, while also collaborating in real-time via OneDrive and SharePoint. The platform streamlines the handling of approval workflows and ensures detailed audit trails, thereby facilitating effective oversight. Moreover, it automatically fetches charts and data from centralized repositories, implementing compliance measures such as disclaimers and lists of restricted entities. Content is distributable through branded portals or email, complete with readership tracking and delivery analytics to assess audience interaction. To protect intellectual property, the system uses watermarking, unique links, and manages access rights rigorously. Additionally, it complies with multiple regulatory standards across various jurisdictions, such as U.S. FINRA, U.K. FCA, and EU ESMA, while also offering integration capabilities with market data providers. The platform further enhances its functionality by including a built-in repository for both financial and non-financial estimates, making it a versatile tool for users. Ultimately, ANALEC Resonate provides a robust framework that not only streamlines the research and content creation process but also ensures compliance and security across all operations.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Bloomberg
FactSet
Gmail
Google Meet
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS
Zoom

Integrations Supported

Amazon Web Services (AWS)
Bloomberg
FactSet
Gmail
Google Meet
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$67 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zocks

Date Founded

2022

Company Location

United States

Company Website

www.zocks.io

Company Facts

Organization Name

ANALEC

Date Founded

2003

Company Location

United States

Company Website

www.analec.com/resonate

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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