Analyze client insights
Zocks connects to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, you can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.
Ikiunganishwa kwenye Zocks, ChatGPT inaweza kushiriki mazungumzo na kumbukumbu husika na programu hii ili kusaidia kutoa muktadha wa maombi yako. Matumizi ya data hii na Zocks yanategemea masharti na sera yake ya faragha. Iwapo umewasha Kumbukumbu, data kutoka kwa programu inaweza kutumika kukupa mapema taarifa au mapendekezo muhimu. ChatGPT huheshimu kila wakati mapendeleo yako ya data ya mafunzo, ikiwemo data kutoka kwa programu zilizounganishwa. Kutumia programu kunaweza kuleta hatari kubwa. Unaweza kudhibiti mapendeleo yako au kukatisha muunganisho wa programu wakati wowote kwenye mipangilio yako. Pata maelezo zaidi