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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 Speakwise?

Speakwise is a groundbreaking application for iPhone that serves as a voice recorder, transcription service, and note-taking aid specifically designed for face-to-face conversations and meetings. With just a single tap, users can start recording using their iPhone's microphone, making it unnecessary to rely on laptops, virtual conferencing tools like Zoom or Teams, calendar events, or any bots to join the discussion. The app efficiently converts audio into a searchable transcript, distinguishes between different speakers through advanced diarization, and offers a concise AI-generated summary that emphasizes key points, decisions, and tasks to be completed. Supporting over 100 languages, Speakwise features automatic language detection and dialect recognition, accommodating a wide range of regional accents that are frequently missed by other transcription tools. Users can record offline, ensuring that they can document vital conversations in areas lacking internet connectivity, such as on airplanes, construction sites, or secure facilities, with data syncing and processing occurring as soon as a connection is restored. Additionally, the app allows for hands-free functionality with AirPods controls, enabling users to easily start, pause, or stop recordings, while the iPhone Action Button provides quick recording access on compatible devices, significantly enhancing user convenience. This comprehensive functionality makes Speakwise an indispensable resource for professionals seeking to refine their meeting documentation practices, ultimately promoting better organization and productivity in their workflows.

Media

Media

Integrations Supported

Microsoft Teams
Zoom
Fathom
Fireflies.ai
Gmail
Google Meet
Microsoft Outlook
Otter.ai
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS

Integrations Supported

Microsoft Teams
Zoom
Fathom
Fireflies.ai
Gmail
Google Meet
Microsoft Outlook
Otter.ai
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Free
Free Version
Free Trial Offered?

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

Speakwise

Company Location

United States

Company Website

speakwiseapp.com

Categories and Features

Categories and Features

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