.svg)
WEbinar
How to Provide Financial Plans Faster Than Ever With Zocks + eMoney
June
18
3:00 pm
ET
PRESENTED BY
Zocks
x
eMoney
It used to take days to get all the client info you need to create a financial plan. Now Zocks does it for you, automatically.
Speakers
.avif)
Jim Hardeman
EVP, Product at Zocks
Drew DiMarino
Chief Revenue Officer at Zocks
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Watch How Zocks
- Instantly fills out eMoney’s Facts
- Automatically updates a client’s financial plan,
- Writes detailed replies to your client emails & more.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
WEbinar
How to Provide Financial Plans Faster Than Ever With Zocks + eMoney
June
18
3:00 pm
PRESENTED BY
Zocks
x
eMoney
It used to take days to get all the client info you need to create a financial plan. Now Zocks does it for you, automatically.
Speakers
Jim Hardeman
EVP, Product at Zocks
Drew DiMarino
Chief Revenue Officer at Zocks
What You'll See:
- Instantly fills out eMoney’s Facts
- Automatically updates a client’s financial plan,
- Writes detailed replies to your client emails & more.
WEbinar
How to Provide Financial Plans Faster Than Ever With Zocks + eMoney
It used to take days to get all the client info you need to create a financial plan. Now Zocks does it for you, automatically.
Watch How Zocks
- Instantly fills out eMoney’s Facts
- Automatically updates a client’s financial plan,
- Writes detailed replies to your client emails & more.
PRESENTED BY
Zocks
x
eMoney
Speakers
Jim Hardeman
EVP, Product at Zocks
Drew DiMarino
Chief Revenue Officer at Zocks