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  • Zocks
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    4.8 / 5.0
    Customer References 45 total
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    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 …

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  • Boston Private
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    4.8 / 5.0
    Customer References 4 total
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    Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For over 30 years, Boston Private has taken a highly personalized approach to serving …

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  • Maximizer CRM
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    4.7 / 5.0
    Customer References 186 total
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    Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by …

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