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  • 1 неделя назадОпубликованоZocks

Zocks + Right Capital | From Conversation to Financial Plan Faster than Ever

Join Zocks and RightCapital for a live demo of our new integration. See how advisors are building financial plans faster than ever — and closing more business because of it. We'll show you how Zocks automatically captures client details from conversations and easily syncs up to 200 fields of your choice to RightCapital — eliminating the back-and-forth that kills client momentum. Learn more: