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Turn client documents into financial plans in seconds
Upload any client document. Zocks extracts the key details and syncs to your CRM and eMoney — saving hours of manual review so you can onboard clients faster.
Don’t let a “paperwork pile” kill your momentum.
You just had a great client discovery call. But now you're facing the paperwork bottleneck: hours of reading client documents (PDFs, scans, intake forms) and manually typing data into your systems.
Every hour you spend on data entry is an hour your prospect spends going cold.
Eliminate the lag time. Zocks extracts and syncs client data from any client document in seconds — so you can deliver the plan while the client is still engaged.
Onboard clients faster. Deliver advice sooner.
Deliver financial plans to new clients before they lose momentum. Document Intelligence eliminates manual data entry delays between 'great conversation' and 'great advice'.
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Upload any document. Get summarized client data instantly.
Brokerage statements, estate plans, intake forms, risk profiles — in any format. PDFs, scans, even photos. Zocks reads the document, identifies the type, and generates a structured summary with extracted client details. Processing completes in under 60 seconds.
Sync client and financial details to your CRM and eMoney
Zocks extracts income, assets, beneficiaries, account numbers, risk scores, and more — then syncs directly to your CRM and eMoney plans. Review what Zocks captured, edit if needed, then push to your systems with one click.
Automatically apply firm-approved document templates
Create custom document types and summary templates to standardize your team’s work. Just like Zocks' meeting and email templates, you control exactly what gets extracted and how it's formatted — ensuring consistency and compliance.
Ask anything about any document
Need a specific account balance buried on page 17 of a brokerage statement? Just ask. The AI Assistant answers questions about any processed document instantly — no more manually searching through files.
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Get started for free in less than 10 minutes
