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  • 4.8 / 5.0 (349)
    45+ References
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    16+ References
  • 4.8 / 5.0 (2109)
    8+ References

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  • Zocks
    Reference Rating
    4.8 / 5.0
    Customer References 45 total
    About

    Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows. Zocks is backed by a host …

  • Advyzon
    Reference Rating
    4.8 / 5.0
    Customer References 16 total
    About

    Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an …

  • NexJ Systems
    Reference Rating
    4.8 / 5.0
    Customer References 8 total
    About

    NexJ Systems is a provider of Intelligent Customer Management solutions for the financial services industry. Individually, NexJ Systems’ award winning products use artificial intelligence to improve customer service and increase …

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