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WEbinar
From CRM to Conversation Intelligence: The Redtail + Zocks Advantage
September
16
2:00 pm
ET
PRESENTED BY
Zocks
x
What if your CRM could actually listen? In this session, we’ll explore how advisors can unlock deeper insights, automate follow-ups, and stay compliant—without adding more tools or admin.
Speakers
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Jim Hardeman
EVP, Product at Zocks
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What You'll See
- How Zocks transforms Redtail data into action, helping firms scale smarter and engage clients more meaningfully
- Practical workflows, real use cases, and a smarter way to work
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
WEbinar
From CRM to Conversation Intelligence: The Redtail + Zocks Advantage
September
16
2:00 pm
PRESENTED BY
Zocks
x
What if your CRM could actually listen? In this session, we’ll explore how advisors can unlock deeper insights, automate follow-ups, and stay compliant—without adding more tools or admin.
Speakers
Jim Hardeman
EVP, Product at Zocks
What You'll See:
- How Zocks transforms Redtail data into action, helping firms scale smarter and engage clients more meaningfully
- Practical workflows, real use cases, and a smarter way to work
WEbinar
From CRM to Conversation Intelligence: The Redtail + Zocks Advantage
What if your CRM could actually listen? In this session, we’ll explore how advisors can unlock deeper insights, automate follow-ups, and stay compliant—without adding more tools or admin.
What You'll See
- How Zocks transforms Redtail data into action, helping firms scale smarter and engage clients more meaningfully
- Practical workflows, real use cases, and a smarter way to work
PRESENTED BY
Zocks
x
Speakers
Jim Hardeman
EVP, Product at Zocks