November 2025 Product Update

Somehow, we’re already nearing the end of the year, and November is shaping up to be one of our most productive months yet. We’re excited to bring you the latest enhancements and improvements in this month’s Product Update.

But first—some exciting news:

• We'll be co-hosting two webinars where you can see our newest integrations and features in action:But first, here are upcoming webinars where you can see our newest integrations and features in action:
  → RightCapital x Zocks Live Demo (December 3 1 PM ET): From Conversation to Financial Plan Faster than Ever
  → eMoney x Zocks Live Demo (December 10 2 PM ET): Client Documents to Plans in Seconds

• We have just launched Zocks Academy – quick, practical courses to master Zocks and earn certifications. Now live with Zocks 101. Check out the Academy here.

Major additions and key updates for November: 

• Document Intelligence - new capabilities
  
  • Document-based Prospecting: Automatically extract information from uploaded documents to create new contacts in CRM, eMoney, Holistiplan, and other connected systems
  • Document-based Processing: Zocks intelligently extracts relevant fields from uploaded documents and updates the appropriate sections in CRM, eMoney, Holistiplan, PreciseFP, and Orion
  • Attachment processing from the Outlook Plugin and Zocks Inbox
• New Mobile App: Redesigned UI, one-tap meeting prep, participant management, and seamless desktop sync‍
• New Integrations: RightCapital integration, new Zapier meeting events for Tasks and Meeting Prep
• Analytics: Client Tiering and Segmenting, Collaboration Analytics, Agenda Tracking‍
• Workflow enhancements: Expanded Enterprise Controls
• ‍CRM workflow updates: Redtail - Assign Tasks without admin access, CRM ease of use improvements, Recommended next steps in past meeting workflows

Document Intelligence – New Capabilities

Document-based Prospecting

Speed up your data-entry process by simply uploading prospect documents, intake forms or client questionnaires and instantly turning them into new contact records in Zocks or in your CRM, eMoney, tax planning system, or portfolio manager.

Your AI Assistant processes the document, extracts key client details, and automatically maps each piece of information to the correct fields in your connected application. All that’s left for you is a quick review and a click to save the new contact in your system.

Document Processing - Field-level updates in Holistiplan, PreciseFP, and Orion

Last month, we introduced the ability to upload financial documents (tax returns, brokerage statements, and intake forms, etc.) for instant extraction and sync to your CRM and financial planning systems, eliminating hours of manual data entry.

This month, we’re taking that capability even further with expanded support for Holistiplan, PreciseFP, and Orion. Now, Zocks can read and sync client and financial details directly into an even broader range of your core systems, making your workflows faster and even more tightly connected.

Zocks’ field-level update capability can sync individual data points from salary values and beneficiaries to account numbers, policy terms, and contact details, right from the document itself. With these new integrations, those field-level updates now flow seamlessly into PreciseFP, Orion, and all previously supported CRMs and Financial Planning tools.

You can read more about Document Intelligence in our Help Center.

Availability: Document Intelligence is available on the Ultimate plan. Professional and Essentials customers can start a 30-day free trial to experience the full Ultimate feature set.

Email Attachment processing - Outlook Plugin, Zocks Inbox

Zocks’ Outlook plugin already gives you rich client context and intelligence right inside your inbox. Now we’re bringing Document Intelligence directly into that same workflow. When a client emails you a statement, pay slip, or questionnaire, process the attachment instantly without leaving Outlook.

The plugin applies the same smart document categorization, summary templates, and field-level extraction you use in Zocks. Capture salary changes, beneficiaries, dividends, percentages, and more, then push updates to your CRM, financial planning tool, portfolio manager, or tax-planning system in a few clicks.

Zocks offers the same email-attachment processing directly within the platform. Simply navigate to the Inbox section to manage client email threads and start handling attachments immediately.

The Outlook plugin is available free of charge but features depend on your Zocks subscription tier. Download from the Microsoft marketplace.

New Zocks Mobile App!

The new Zocks Mobile App brings meeting intelligence wherever you are – prep before, manage during, and follow up after, all synced with your desktop.

Stay Connected on the Go

Access all upcoming meetings, review details, and start in-person meetings directly from your mobile device. Manage participants live as the conversation unfolds.

One Tap Prep and Follow-Up

Generate meeting prep before sessions and access summaries right after – all synced automatically with your desktop.

Manage the Zocks Mobile app in Microsoft Intune (for Enterprise partners)

Our latest mobile app release for iOS and Android is now manageable via Microsoft Intune – giving enterprises secure, streamlined control over deployment, compliance, and device enrollment. For details, please visit the Zocks Help Center.

What’s New

• Redesigned UI and navigation
• Upcoming Meetings list with search and quick-start
• Participant management for upcoming and live meetings
• Meeting prep management: generate and view prep summaries
• Send meeting prep email

Download for iOS or Android.

New Integrations

RightCapital Integration

Reduce manual data entry and build RightCapital plans faster than ever.

After every client conversation, Zocks automatically captures and syncs up to 200 fields directly to RightCapital – so you can go from discovery call to financial plan faster than ever.

What you can do:

• Create new contacts in RightCapital using insights from meetings and emails

• Update existing RightCapital client profiles with insights from meetings and emails

How it works:

Zocks captures personal and financial details - goals, income, expenses - you review which fields to sync, and then push to RightCapital client profiles with one click.

Learn more in our Help Center →

See it live: Join us and RightCapital for the webinar on December 3 at 1 PM ET →

New Meeting Events in Zapier

Last month we launched our Zapier integration. Now we're adding new meeting events to trigger workflows across 8,000+ connected apps.

What’s New

• Task Generated – When Zocks creates tasks from a meeting, trigger automations in Asana, Monday.com, or any connected tool in your workflow.
• Meeting Preparation Generated – When Zocks generates a Meeting Preparation Summary, it can trigger automated workflows in Zapier to streamline your prep routine.

Availability: Zapier integration is available on the Ultimate subscription tier.

Analytics – New Insights

Client Tiering Analytics

Expanding Zocks’ practice and advisor-level insights, you can now track how much time advisors spend across different client tiers, optimizing your resources and focusing on your most influential client relationships.

With this update to our CRM integration, tagged client tiers can be synced with Zocks, unlocking analytics such as:

• Time spent per tier
• Meeting counts
• Visibility at both the account and user levels

This provides a clear visual breakdown of how advisors allocate their time across A, B, and C tier clients. Based on your firm’s internal processes, you can create a custom CRM mapping that follows your internal client segmentation.

Agenda Tracking Insights

Following the launch of Agenda Tracking – allowing users to create agendas from templates or build their own – we’ve added reporting to help you better understand usage.

Admins can now view account-level insights, including:

• Completed vs. open agendas
• Agenda types
• Creation dates

We will be rolling this out gradually over the next few days, and it should be available to everyone by the end of the week.

Additional Engagement Metrics

Collaboration Insights

• Which users have collaboration (meeting and contact sharing) enabled
• Who they are sharing with

Availability: All users in the Professional and Ultimate subscription tiers.

Workflow Enhancements

Expanded Enterprise Controls

Zocks’ Enterprise Control Layer allows multi-office firms to create a detailed organizational hierarchy (complete with branches, home offices, and sub-accounts) so they can centrally manage every aspect of their operations. It enables firms to enforce security, privacy, and compliance policies, control or restrict integrations, lock down settings, and maintain governance at scale.

To expand the available control settings, we are introducing:

• Enable / disable Admin Assistant at the enterprise level
• Enable / disable Shared Phone Lines
• Enforce Auto-Join filters and conditions

Enable / disable Collaboration by default

CRM Workflow Updates

Recommended next steps in past meeting workflows

Past-meeting workflow made easier with suggestions for next steps. After exporting data into your integrated systems, next steps such as saving tasks, saving notes, and updating contact information will be offered to make your export experience seamless without interrupting your meeting processing flow.

Redtail Task Assignment without Admin Access

With Zocks’ new synced user list, you can now assign Redtail tasks directly to the right team member - no additional permissions or admin access required. Zocks now automatically makes task delegation seamless regardless of your role in Redtail.

CRM ease of use improvements

• AI-Generated Merge Suggestions: When saving tasks to your CRM, the merge option now provides AI-generated suggestions to help you consolidate related tasks into a single action item.
• Automatic Task Assignment: Tasks are now automatically assigned to the appropriate advisor or team member when saved to your CRM - even when that person wasn't present in the meeting. If you mention an administrative assistant or colleague who needs a follow-up, Zocks automatically assigns the task to them.
• Direct Links to CRM Tasks: Just like with notes, Zocks now displays links to your saved tasks, making navigation between Zocks and your CRM seamless and efficient.

‍

We have just launched Zocks Academy – quick, practical courses to master Zocks and earn certifications. Now live with Zocks 101. Check out the Academy here.

Major additions and key updates for November: 

• Document Intelligence - new capabilities
  
  • Document-based Prospecting: Automatically extract information from uploaded documents to create new contacts in CRM, eMoney, Holistiplan, and other connected systems
  • Document-based Processing: Zocks intelligently extracts relevant fields from uploaded documents and updates the appropriate sections in CRM, eMoney, Holistiplan, PreciseFP, and Orion
  • Attachment processing from the Outlook Plugin and Zocks Inbox
• New Mobile App: Redesigned UI, one-tap meeting prep, participant management, and seamless desktop sync‍
• New Integrations: RightCapital integration, new Zapier meeting events for Tasks and Meeting Prep
• Analytics: Client Tiering and Segmenting, Collaboration Analytics, Agenda Tracking‍
• Workflow enhancements: Expanded Enterprise Controls
• ‍CRM workflow updates: Redtail - Assign Tasks without admin access, CRM ease of use improvements, Recommended next steps in past meeting workflows

Document Intelligence – New Capabilities

Document-based Prospecting

Speed up your data-entry process by simply uploading prospect documents, intake forms or client questionnaires and instantly turning them into new contact records in Zocks or in your CRM, eMoney, tax planning system, or portfolio manager.

Your AI Assistant processes the document, extracts key client details, and automatically maps each piece of information to the correct fields in your connected application. All that’s left for you is a quick review and a click to save the new contact in your system.

Document Processing - Field-level updates in Holistiplan, PreciseFP, and Orion

Last month, we introduced the ability to upload financial documents (tax returns, brokerage statements, and intake forms, etc.) for instant extraction and sync to your CRM and financial planning systems, eliminating hours of manual data entry.

This month, we’re taking that capability even further with expanded support for Holistiplan, PreciseFP, and Orion. Now, Zocks can read and sync client and financial details directly into an even broader range of your core systems, making your workflows faster and even more tightly connected.

Zocks’ field-level update capability can sync individual data points from salary values and beneficiaries to account numbers, policy terms, and contact details, right from the document itself. With these new integrations, those field-level updates now flow seamlessly into PreciseFP, Orion, and all previously supported CRMs and Financial Planning tools.

You can read more about Document Intelligence in our Help Center.

Availability: Document Intelligence is available on the Ultimate plan. Professional and Essentials customers can start a 30-day free trial to experience the full Ultimate feature set.

Email Attachment processing - Outlook Plugin, Zocks Inbox

Zocks’ Outlook plugin already gives you rich client context and intelligence right inside your inbox. Now we’re bringing Document Intelligence directly into that same workflow. When a client emails you a statement, pay slip, or questionnaire, process the attachment instantly without leaving Outlook.

The plugin applies the same smart document categorization, summary templates, and field-level extraction you use in Zocks. Capture salary changes, beneficiaries, dividends, percentages, and more, then push updates to your CRM, financial planning tool, portfolio manager, or tax-planning system in a few clicks.

Zocks offers the same email-attachment processing directly within the platform. Simply navigate to the Inbox section to manage client email threads and start handling attachments immediately.

The Outlook plugin is available free of charge but features depend on your Zocks subscription tier. Download from the Microsoft marketplace.

New Zocks Mobile App!

The new Zocks Mobile App brings meeting intelligence wherever you are – prep before, manage during, and follow up after, all synced with your desktop.

Stay Connected on the Go

Access all upcoming meetings, review details, and start in-person meetings directly from your mobile device. Manage participants live as the conversation unfolds.

One Tap Prep and Follow-Up

Generate meeting prep before sessions and access summaries right after – all synced automatically with your desktop.

Manage the Zocks Mobile app in Microsoft Intune (for Enterprise partners)

Our latest mobile app release for iOS and Android is now manageable via Microsoft Intune – giving enterprises secure, streamlined control over deployment, compliance, and device enrollment. For details, please visit the Zocks Help Center.

What’s New

• Redesigned UI and navigation
• Upcoming Meetings list with search and quick-start
• Participant management for upcoming and live meetings
• Meeting prep management: generate and view prep summaries
• Send meeting prep email

Download for iOS or Android.

New Integrations

RightCapital Integration

Reduce manual data entry and build RightCapital plans faster than ever.

After every client conversation, Zocks automatically captures and syncs up to 200 fields directly to RightCapital – so you can go from discovery call to financial plan faster than ever.

What you can do:

• Create new contacts in RightCapital using insights from meetings and emails

• Update existing RightCapital client profiles with insights from meetings and emails

How it works:

Zocks captures personal and financial details - goals, income, expenses - you review which fields to sync, and then push to RightCapital client profiles with one click.

Learn more in our Help Center →

See it live: Join us and RightCapital for the webinar on December 3 at 1 PM ET →

New Meeting Events in Zapier

Last month we launched our Zapier integration. Now we're adding new meeting events to trigger workflows across 8,000+ connected apps.

What’s New

• Task Generated – When Zocks creates tasks from a meeting, trigger automations in Asana, Monday.com, or any connected tool in your workflow.
• Meeting Preparation Generated – When Zocks generates a Meeting Preparation Summary, it can trigger automated workflows in Zapier to streamline your prep routine.

Availability: Zapier integration is available on the Ultimate subscription tier.

Analytics – New Insights

Client Tiering Analytics

Expanding Zocks’ practice and advisor-level insights, you can now track how much time advisors spend across different client tiers, optimizing your resources and focusing on your most influential client relationships.

With this update to our CRM integration, tagged client tiers can be synced with Zocks, unlocking analytics such as:

• Time spent per tier
• Meeting counts
• Visibility at both the account and user levels

This provides a clear visual breakdown of how advisors allocate their time across A, B, and C tier clients. Based on your firm’s internal processes, you can create a custom CRM mapping that follows your internal client segmentation.

Agenda Tracking Insights

Following the launch of Agenda Tracking – allowing users to create agendas from templates or build their own – we’ve added reporting to help you better understand usage.

Admins can now view account-level insights, including:

• Completed vs. open agendas
• Agenda types
• Creation dates

We will be rolling this out gradually over the next few days, and it should be available to everyone by the end of the week.

Additional Engagement Metrics

Collaboration Insights

• Which users have collaboration (meeting and contact sharing) enabled
• Who they are sharing with

Availability: All users in the Professional and Ultimate subscription tiers.

Workflow Enhancements

Expanded Enterprise Controls

Zocks’ Enterprise Control Layer allows multi-office firms to create a detailed organizational hierarchy (complete with branches, home offices, and sub-accounts) so they can centrally manage every aspect of their operations. It enables firms to enforce security, privacy, and compliance policies, control or restrict integrations, lock down settings, and maintain governance at scale.

To expand the available control settings, we are introducing:

• Enable / disable Admin Assistant at the enterprise level
• Enable / disable Shared Phone Lines
• Enforce Auto-Join filters and conditions

Enable / disable Collaboration by default

CRM Workflow Updates

Recommended next steps in past meeting workflows

Past-meeting workflow made easier with suggestions for next steps. After exporting data into your integrated systems, next steps such as saving tasks, saving notes, and updating contact information will be offered to make your export experience seamless without interrupting your meeting processing flow.

Redtail Task Assignment without Admin Access

With Zocks’ new synced user list, you can now assign Redtail tasks directly to the right team member - no additional permissions or admin access required. Zocks now automatically makes task delegation seamless regardless of your role in Redtail.

CRM ease of use improvements

• AI-Generated Merge Suggestions: When saving tasks to your CRM, the merge option now provides AI-generated suggestions to help you consolidate related tasks into a single action item.
• Automatic Task Assignment: Tasks are now automatically assigned to the appropriate advisor or team member when saved to your CRM - even when that person wasn't present in the meeting. If you mention an administrative assistant or colleague who needs a follow-up, Zocks automatically assigns the task to them.
• Direct Links to CRM Tasks: Just like with notes, Zocks now displays links to your saved tasks, making navigation between Zocks and your CRM seamless and efficient.

‍