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Description
Stay engaged during your meetings without the fear of overlooking crucial information. By assigning action items to specific individuals, you can enhance accountability and free up valuable hours in your weekly schedule. Allow your AI-driven meeting assistant to address inquiries regarding meetings, provide summaries of key discussion points, or draft follow-up emails that highlight essential aspects of the conversation. Circleback leverages advanced AI technology to accurately transcribe and comprehend your meetings, ensuring you receive highly precise transcripts for easy reference and quick searches. There's no need to worry if you had to step out early or if you missed something; with Circleback, locating specific moments within meetings is both straightforward and effective. Your meetings remain confidential, accessible only to you unless you decide to share them. Additionally, rest assured that your data is encrypted during transmission and securely stored in a state-of-the-art database that adheres to the highest security standards in the industry. You can enjoy peace of mind knowing that your sensitive information is well-protected while you focus on what truly matters.
Description
Enhance your connections with clients by actively participating and showing genuine interest in every interaction. Zocks effortlessly gathers personal and financial insights from client dialogues, eliminating the necessity for audio recordings, and seamlessly integrates with your CRM to streamline follow-up tasks, communications, and workflows.
With Zocks, all essential details from your conversations are captured automatically, whether they occur virtually or face-to-face. The platform analyzes discussions in real time, ensuring that critical information about your client's financial status, investment aspirations, and significant life events is documented. This way, you will always have access to crucial personal and financial data, allowing you to provide tailored support and foster deeper client relationships.
API Access
Has API
API Access
Has API
Integrations
Google Meet
Microsoft Teams
Zoom
Gmail
Microsoft Outlook
Practifi
Redtail CRM
Salesforce
Wealthbox
XLR8 RMS
Integrations
Google Meet
Microsoft Teams
Zoom
Gmail
Microsoft Outlook
Practifi
Redtail CRM
Salesforce
Wealthbox
XLR8 RMS
Pricing Details
$20.83 per month
Free Trial
Free Version
Pricing Details
$67 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Circleback
Founded
2023
Website
circleback.ai/
Vendor Details
Company Name
Zocks
Founded
2022
Country
United States
Website
www.zocks.io
Product Features
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
Product 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