Client:

 

Overview: 
 

Zocks is a AI Meeting  Assistant made for financial advisors.  Zocks automates meeting prep, takes detailed notes from virtual and in-person meetings, captures action items, and drafts client follow ups — all without recording client conversations. Plus seamless integration with your CRM keeps client records up to date, creates tasks, and initiates workflows.

 

When Zocks set out reposition their brand and platform too financial advisors, Wizerlabs aligned with their mission and repositioned them as the platform that can build unshakeable client relationships by being fully engaged in every client conversation. We partnered with the c-suite to strategize and design an easy-to-use digital experience that would position them as category leaders by providing a digital rebrand, website and the marketing collateral to match their vision.


Brand Strategy   |   Rebrand  |   UX + UI Website + Mobile Design   |   Marketing Collateral