Related Products
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About
Develop stronger managers and emerging leaders with virtual coaching. Give your team members trusted and reliable partners to help them develop the skills and confidence they need to excel. Serving professionals in well-known companies all around the world. Our clients invest in individualized development for their emerging talent, managers, and senior leaders. Every member gets a unique and tailored experience that leads to lasting results. We built Marlow from the ground up with one goal in mind: Get the best resources into the hands of every professional. Here's what our members had to say. Designed for busy professionals; customized to every individual. We combine one-on-one coaching, interactive activities and curated resources to help your team members excel in their people management, leadership, self-awareness, communication, and productivity skills. Members start by completing a professional development self-assessment. From there, they meet with their coach and design
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About
Build stronger relationships with your clients by being fully present and engaged in every client interaction. Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows.
Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Teams interested in a customizable interface for Zoom, reimagined for collaboration and inclusive conversations
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Audience
Financial advisors interested in a powerful AI meeting assistant
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$67 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMarlo
United States
getmarlo.com
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Company InformationZocks
Founded: 2022
United States
www.zocks.io
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Categories |
Categories |
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Integrations
Gmail
Google Meet
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS
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Integrations
Gmail
Google Meet
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS
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