- Price
- From $67/user/mo
- Setup
- Easy
- Time saved
- Maker hasn't shared this
Who it's for
Financial advisors who spend time writing notes and follow-up emails after every client meeting.
What it does
- Takes notes in client meetings without recording them
- Helps you prepare before each meeting
- Drafts pre-meeting and follow-up emails
Proof
Maker's claimThe company that makes it says so
“Capture notes without recordings & free up time to focus on clients”
ZocksDate not shown Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
Copy this prompt
Act as my note-taker. Below is my rough typed recap of a meeting with [CLIENT INITIALS] about [TOPIC]. Use initials only, no account numbers. Write: 1) clean meeting notes with headings (goals, concerns, decisions, open questions), 2) action items with who does it and a due date, 3) a short follow-up email in my voice that thanks them and lists next steps, 4) an agenda for our next meeting on [DATE]. Only use what is in my notes. Do not add investment advice. Notes: [PASTE NOTES]. Reminder: have compliance review anything client-facing before it goes out.
How to set it up
- Book a demo with Zocks.
- Connect it to the client list software you already use.
- Use it in your next client meeting.
- Read the notes and emails it drafts before anything goes out.
Cost
$67/user/mo billed yearly ($80 monthly)
Prices change. Check the maker’s site before you buy.
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