.svg)
Trusted by thousands of advisors & firms of every size
.webp)
Close more prospects
Give prospects a financial plan faster than ever. By capturing client details in real time, Zocks eliminates the back-and-forth info gathering that kills opportunities.
Zocks is the AI assistant for financial advisors. The platform saves you 10 hours a week by automating your meeting notes, intake forms, client emails & more.
eMoney provides technology solutions & services that help people talk about money. More than 109,000 financial professionals use the platform to serve more than 6 million households throughout the U.S.
Our closing ratio is higher now that we use Zocks on our first appointments with prospects. We capture those little talking points that make or break a case when we’re bringing a new client on.
Fred Lowry
Advisor, CRC® | Brightpath Retirement Solutions
.webp)
Give every client fast, personalized service
Automatically fill out Facts from conversations
Zocks captures information from every client touchpoint—conversations, documents, CRM, and email — then instantly updates fields in eMoney.
Sync client and financial details from documents
Upload any client document — brokerage statements, estate plans, intake forms, risk profiles — in any format. Zocks extracts income, assets, beneficiaries, account numbers, risk scores, and more to cut hours of manual review.
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.
WEBINAR
June
18
3:00 pm
ET
How to Provide Financial Plans Faster Than Ever With Zocks + eMoney
Watch how Zocks instantly fills out eMoney’s Facts, automatically updates a client’s financial plan, writes detailed replies to your client emails & more.
Zocks seamlessly integrates with your tech stack
Categories
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Zoom
Capture and access meeting prep, client insights, and task management live from Zoom meetings.
Coming Soon
Native Experience
Meeting
Microsoft Teams
Integrated directly with Teams to support efficient collaboration and smart meeting insights—all in one workspace.
Coming Soon
Native Experience
Meeting
Wealthbox
Keep client records updated effortlessly with seamless note syncing and task automation.
Coming Soon
Native Experience
CRM
Google Meet
Easily sync with your calendar and meetings while your AI assistant handles notes and action items in real time.
Coming Soon
Native Experience
Meeting
Salesforce
Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.
Coming Soon
Native Experience
CRM
Ring central
Manage video calls and phone meetings with built-in AI support for summaries, transcripts, and follow-ups.
Coming Soon
Native Experience
Meeting
Redtail
Capture detailed notes and action items directly into Redtail for streamlined client management.
Coming Soon
Native Experience
CRM
Goto Connect
Bring together video and voice with smart assistance—automate scheduling, join calls, and capture key points with ease.
Coming Soon
Native Experience
Meeting
Practifi
Power your advisory workflows with intelligent note-taking and real-time data syncing.
Coming Soon
Native Experience
CRM
Zoom Phone
Enable AI-powered call handling and smart summaries directly through your Zoom Phone conversations—perfect for busy client calls.
Coming Soon
Native Experience
Meeting
XLR8
Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.
Coming Soon
Native Experience
CRM
Teams Phone
Integrate AI assistance into Teams calls to automatically capture insights, action items, and key moments during every conversation.
Coming Soon
Native Experience
Meeting
Zoho
Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.
Coming Soon
Native Experience
CRM
Intulse
Zocks provides full 360-degree coverage for phone meetings and easy configuration for phone group calls.
Coming Soon
Native Experience
Meeting
HubSpot
Automate your workflows and client data management with Zocks' Hubspot integration.
Coming Soon
Native Experience
CRM
.webp)
Webex
Connect Zocks with Webex for a more productive and efficient client meeting experience.
Coming Soon
Native Experience
Meeting
SmartOffice
Keep your team in sync and stay compliant with auto-synced notes, field-level client data, and intelligent task delegation.
Coming Soon
Native Experience
CRM
Outlook Calendar
Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.
Coming Soon
Native Experience
Calendar
Mobile
Support mobile conversations with AI that joins, records, and summarises calls—keeping your meetings productive anywhere you go.
Coming Soon
Native Experience
Meeting
Microsoft Dynamics 365
Auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM.
Coming Soon
Native Experience
CRM
.webp)
AdvisorEngine
Save meeting summaries, assign tasks, and update contacts instantly with Zocks’ AdvisorEngine integration.
Coming Soon
Native Experience
CRM
eMoney
Automatically fill out Facts, update a client’s financial plan, reply to client emails & more.
Coming Soon
Native Experience
Financial Planning
Google Calendar
Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.
Coming Soon
Native Experience
Calendar
Microsoft Outlook
Automate email replies, access client insights, update client records, and manage tasks directly from Outlook.
Coming Soon
Native Experience
Email
Landline
Bring AI capabilities to your traditional landline, with hands-free call logging, notes, and summary generation built in.
Coming Soon
Native Experience
Meeting
RightCapital
Easily sync 200+ fields from conversations to RightCapital. Deliver plans faster than ever so you can close more prospects and onboard clients quickly.
Coming Soon
Native Experience
Financial Planning
.webp)
LeadCenter.ai
Automate lead follow-ups and ensure client data stays perfectly in sync across your advisory tools.
Coming Soon
Native Experience
CRM
CRM-based calendar
Keep all your client meetings in one place with direct integration into your CRM’s calendar, ensuring accurate scheduling and streamlined workflows.
Coming Soon
Native Experience
Calendar
Gmail
Send and sync emails with a click, and update contacts and tasks from emails with Zocks' Gmail integration.
Coming Soon
Native Experience
Email
Shared Landline
Ideal for team-based or shared setups—AI listens, extracts highlights, and delivers summaries accessible to the entire team.
Coming Soon
Native Experience
Meeting
Zapier
Automatically trigger workflows after every client conversation, connecting Zocks to 8,000+ apps.
Coming Soon
Native Experience
Automation
Holistiplan
Connect Holistiplan’s advanced tax analysis with Zocks to gain instant access to the tax data and insights you need to turn every client interaction into a planning opportunity.
Coming Soon
Native Experience
Tax Planning
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.
14-day free trial
See Zocks in Action
Discover how to connect Zocks with eMoney and put the integration to work in your practice.
