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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 MeetGeek?

Effortlessly capture, condense, and distribute key points to your team with MeetGeek. This AI-driven assistant seamlessly records, transcribes, and summarizes every meeting, ensuring that all vital details are preserved so you can engage in meaningful discussions. If you find yourself not actively involved, attending the meeting becomes optional, allowing you to skip and later review a concise summary. Leverage insights and tailored suggestions to pinpoint challenges and implement solutions promptly. With MeetGeek, you can concentrate fully on the dialogue without the distraction of note-taking, as it automatically begins capturing audio and video the moment a conversation starts. Afterward, you can revisit your notes and collaborate with peers. Meetings that don’t require your presence can be bypassed, and a quick five-minute summary will keep you informed. All of this information is conveniently sent to your inbox, so instead of spending time watching lengthy recordings, you can utilize video highlights to swiftly catch up on what matters most. This tool not only saves time but also enhances your overall productivity and engagement in discussions.

Media

Media

Integrations Supported

Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Gmail
Google Calendar
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Word
Notion
Practifi
Redtail CRM
Salesforce
Slack
SmartOffice
Trello
Wealthbox
XLR8 RMS
Zapier

Integrations Supported

Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Gmail
Google Calendar
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Word
Notion
Practifi
Redtail CRM
Salesforce
Slack
SmartOffice
Trello
Wealthbox
XLR8 RMS
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$19/mo
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

MeetGeek

Company Location

Romania

Company Website

meetgeek.ai/

Categories and Features

Categories and Features

Artificial Intelligence

Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)

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

Transcription

AI / Machine Learning
Annotations
Audio/Video File Upload
Automatic Transcription
Collaboration Tools
File Sharing
For Manual Transcription
Full Text Search
Multi-Language Support
Natural Language Processing (NLP)
Playback Controls
Speech Recognition
Subtitles
Text Editor
Timecoding

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