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Find untapped growth and close service gaps across your entire book
Zocks Client Queries scans your book of business and surfaces the clients with held-away assets, unmet planning needs, or a major life event coming up. Take action on the ones who need you most in one click.
You can’t serve every client like your best clients
Every advisor’s book has clients ready for new services, overdue reviews, and planning gaps that need to be addressed. The opportunities are there. But finding them means creating spreadsheets and cross-checking CRM records, financial planning data, and meeting notes, one client at a time.
Growing AUM and closing service gaps just got easier
Search your entire book with a single question. Client Queries scans your CRM, financial planning data, and every captured conversation to deliver an actionable client list in seconds. No manual reports or new systems, just answers from the data you already have.
Ask a question. Get a client list
Turn plain-English questions into complex searches across your entire book. Start with pre-built queries based on best practices from top advisory firms, or create your own.
Ask questions like:
- “Who has kids but no 529 plan?”
- “Which clients are overdue for an annual review?”
- “Which clients have retirement accounts but no tax planning strategy in place?”
Search across every system at once
Client Queries pulls from every captured client conversation and every connected data source. Run a single query that searches across:
- CRM records
- Financial planning tools
- Custodian data
- Portfolio management systems
- Tax and estate planning
- Client onboarding
No more cross-referencing records across platforms or keeping spreadsheets up to date. The more systems you connect, the more complete your results.
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Every result comes with a next step
Instantly take action on your results. Every match is ranked by quality so you know exactly who to prioritize and what to do next. From any client list, you can:
- Add tags, notes, or tasks in your CRM
- Send personalized emails based on full client history
- Launch automations through Zapier
- Export the full list as a CSV
Stay ahead of your servicing calendar
Schedule recurring queries tied to your firm’s annual cadence so results are ready before you need them. Create repeatable systems your whole team can follow. Schedule queries like:
- Annual reviews
- RMD compliance checks
- Tax-loss harvesting windows
- Open enrollment prep
Introducing Zocks Client Queries: Book-wide intelligence for growth and servicing
Join the live product launch of Zocks Client Queries — an industry-first way for advisors to find growth and stay ahead of client needs across their book.
FAQs
Every query categorizes your book into full matches, no matches, and clients with incomplete or outdated records — so you can see the match quality and supporting details behind each result before you act on it. Queries that use structured system fields (like retirement plan or marital status) pull directly from your data. Queries that require reviewing notes, emails, or documents use deeper AI analysis, and Zocks flags where data may be missing or incomplete.
Client Queries searches across every system connected to Zocks — CRM, financial planning, custodian, portfolio management, tax and estate planning, forms, and client onboarding. It also searches unstructured data like meeting notes, archived emails, and stored document summaries. The more systems you connect, the more complete your results.
Client Queries uses two approaches depending on the question. For queries that can be answered from structured fields —like “which clients are business owners?” — it returns results instantly from your existing data. For questions that require reviewing notes, emails, or documents, it runs a deeper AI Analysis to extract the relevant details. Over time, as your data becomes more structured through regular use, more of your queries resolve instantly.
You control access. Client ownership, data sources, and team roles determine who can run queries and who can see results. Advisors only see clients within their authorized scope unless they’ve been granted broader visibility.
No. Client Queries works with data from any connected system — even if you’ve never run a Zocks meeting. If your client data lives in your CRM, financial planning tools, or custodian, Client Queries can search it. The more data Zocks captures from your meetings and emails over time, the richer your results become — but it’s not a prerequisite.
Client Queries is designed for that reality. Instead of requiring perfect data upfront, it shows you where your records are incomplete or outdated as part of every query result. Each query you run also helps Zocks structure and optimize your underlying data, so results get faster and more accurate over time. Most firms find that Client Queries actually improves their data hygiene rather than depending on it.
Yes. Firm-wide queries are supported, but results depend on how your systems, data sources, and permissions are configured across offices and teams. We recommend working with our implementation team to ensure the setup is optimal.
