Analyze client insights
Zocks connects 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, you can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.
Marka lagu xidho Zocks, ChatGPT waxa laga yaabaa inuu abkan la wadaago wada-sheekeysiyo iyo xusuus khuseeya si uu macne guud ugu bixiyo codsiyadaada. Isticmaalka Zocks ee xogtan waxa xukuma shuruudahooda iyo siyaasaddooda asturnaanta. Haddii Xusuusta kuu daaran tahay, xogta abka waxa loo adeegsan karaa in si firfircoon laguu siiyo macluumaad ama talo soo jeedin waxtar leh. ChatGPT had iyo jeer wuu ixtiraamaa dookhyadaada xogta tababarka, oo ay ku jirto xogta abyada ku xidhan. Adeegsiga abyada waxa la socon kara khatar sare. Waxaad maamuli kartaa dookhyadaada ama ka goyn kartaa abyada wakhti kasta setinkaaga. Wax badan ka ogow