Zocks, the privacy-first AI assistant for financial services, and Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms ...

Actively listening and empathizing humanizes conversations, fostering deep client understanding. This commitment cultivates robust relationships, paving the way for long-term business opportunities.

Examples of Strategic Call Questions. Strategic questions open up the lines of communication to create a dialogue more in line with a conversation than an interview. In customer service calling, a ...