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Integrate PreciseFP with Zocks
Go from conversation to advice in minutes, not days
Get the AI assistant integrated with PreciseFP. Automatically fill out fact finders, account opening forms, update your financial planning tool & more.
Trusted by thousands of advisors & firms of every size
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Get client data into PreciseFP faster with Zocks
Turn client conversations into data without extra steps. Zocks captures key details in real time and syncs them to PreciseFP, reducing follow-ups and manual entry.
Automatically fill out fact finder & account opening forms
Zocks captures the right information from your client conversations, combines it with up-to-date info in your CRM & email, then instantly fills out fact-finding and account-opening forms.
Instantly update client profiles
Whenever a client mentions a life change in a conversation, Zocks captures it and updates their financial profile in PreciseFP so you don’t have to.
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Reply to client emails in seconds
When a client asks you something like, “What year did we execute our wills?” Zocks pulls the latest data from PreciseFP and connected systems and instantly drafts a detailed reply.
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Instantly prep for any type of meeting
Zocks includes the client’s financial information from PreciseFP and connected systems in your meeting prep. That means you’re all set for annual reviews — or any meeting where finances come up.
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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 PreciseFP and your CRM to find the answers you need.
WEBINAR
July
17
2:00 pm
ET
Zocks + PreciseFP Integration: Turning Conversations into Operational Velocity
Learn how Zocks and PreciseFP integrate to turn conversations into structured data to faster onboard clients, create and update financial plans and elevate the client experience.
Now, with this integration, we’re able to realize our vision of ‘input once and use everywhere.’ Turning conversations into data dramatically increases our operational velocity and elevates the client experience.
Dan Garett
Co-founder | Advisor Digital
Director of strategy & technology | SRG Financial Advisors
Director of strategy & technology | SRG Financial Advisors
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Zocks seamlessly integrates with your tech stack
Categories
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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
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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
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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
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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
Wealth.com
Integrate Zocks with Wealth.com to auto-sync client data from meetings and move estate plans forward faster.
Coming Soon
Native Experience
Estate Planning
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 PreciseFP and put the integration to work in your practice.
