SmartOffice Anywhere vs Zocks

SmartOffice Anywhere gives on-the-go professionals fast, on-demand access to their critical client data, appointments and tasks. It's the ultimate mobile customer relationship management (CRM) tool for iPhone users, built especially for insurance agents, financial advisors and other financial services professionals.* Smartoffice Anywhere is only available to the SmartOffice users. With SmartOffice Anywhere, you have the tools you need to stay productive no matter where your business takes you. · Contacts: Look up client contact information; call or e-mail clients quickly; use the maps integration to get to client meetings on time. · Appointments: Stay on top of meetings, calls and other appointments. · Tasks: Take control of your daily task list and track completed tasks. · Notes: Record notes about your client interactions using your device’s keyboard or voice input feature. · Productivity: Measure your daily productivity in terms of tasks completed, appointment hours scheduled and more using the Dashboard. · Insurance and Investments: View details about clients’ insurance policies and investments to better understand clients’ finances and needs; track the status of new business, including quotes and illustrations.

The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone. Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you can focus on your clients. Trusted by thousands of advisors at leading firms including Commonwealth, Carson, Osaic, and RFG. MEETING PREP ANYWHERE - Get AI-generated prep notes pulling data from your CRM, emails, and past conversations - Review client history, action items, and discussion topics at a glance - See meeting participants and context - Send personalized prep emails directly from your phone - Perfect for last-minute reviews or when clients move meetings up CAPTURE EVERY CONVERSATION - One-tap voice recording for any client interaction - Add or remove participants during recording for accurate speaker attribution - Works for scheduled meetings and impromptu conversations - Privacy-first and FINRA compliant STAY ORGANIZED ON THE GO - View all upcoming meetings in one place - Calendar sync with meeting type indicators Join thousands of financial advisors saving 10+ hours every week. Download Zocks and transform how you work with clients. Questions? Contact support@zocks.io or visit zocks.io