Zocks
Analyze client conversations, patterns, and insights.
Zocks connects Ren to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, Ren can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.
Tools
8contacts_search_contactscontacts_get_contact_detailsmeetings_list_past_sessionsmeetings_list_upcoming_sessionsmeetings_get_transcriptai_results_list_resultsai_results_get_ai_result
Use cases
finance