Go from conversation to advice in minutes, not days
Trusted by thousands of advisors & firms of every size
Close more prospects
Give every client fast, personalized service
Automatically fill out the eMoney Fact Finder
Zocks captures the right information from your client conversations, combines it with up-to-date info in your CRM & email, then instantly fills out the Fact Finder.
Instantly update a client's financial plan
Whenever a client mentions a life change in a conversation or email, Zocks captures it and updates their financial plan in eMoney so you don’t have to.
Reply to client emails in seconds
When a client asks you something like, “Have we saved enough for tuition at this college?” Zocks pulls the latest data from their eMoney plan and instantly drafts a detailed reply.
Instantly prep for any type of meeting
Zocks includes the client’s financial information from eMoney in your meeting prep. That means you’re all set for annual reviews — or any meeting where finances come up.
Immediately get answers about a client's finances
Have a question about a client’s finances? Just ask Zocks. No more logging into different systems like eMoney and your CRM to find the answers you need.
Join our webinar to learn more
Join us for a live session on June 18, 3 PM ET to see our two-way integration with eMoney live in action.
We'll demo how Zocks instantly fills out eMoney’s Fact Finder, automatically updates a client’s financial plan, writes detailed replies to your client emails & more, and answer any questions you have.
The Zocks Platform and APIs seamlessly integrate with your tech stack
Get started for free in less than 10 minutes
You’ll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.
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