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.

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Zocks AI Meeting Assistant eMoney integration

Trusted by thousands of advisors & firms of every size

Get client data faster

Turn client conversations into data and automatically update PreciseFP. Give clients a much better experience and stop wasting time on data entry.

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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.

PreciseFP is the award-winning client engagement and data-gathering software from Docupace with a mission to deliver an end-to-end wealthtech ecosystem for advisors to engageclients and prospects.

"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 Garrett

Co-founder of Advisor Digital and Director of strategy & technology of SRG Financial Advisors

Give every client fast, personalized service

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.

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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.

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Join our webinar to learn more

Join us for a live session on July 17at 2PM ET to see our two-way integration with PreciseFP live in action.

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The Zocks Platform and APIs seamlessly integrate with your tech stack

Wealthbox

Keep client records updated effortlessly with seamless note syncing and task automation.

Salesforce

Automate workflows, sync meeting insights, and enhance client engagement with two-way data sync from Salesforce.

Redtail

Capture detailed notes and action items directly into Redtail for streamlined client management.

Practifi

Power your advisory workflows with intelligent note-taking and real-time data syncing.

XLR8

Ensure accurate, up-to-date client records with automated meeting summaries and follow-ups.

Zoho

Simplify client interactions by syncing meeting notes and tasks directly into Zoho CRM.

Hubspot

Automate your workflows and client data management with Zocks' Hubspot integration.

Smartoffice

Keep your team in sync and stay compliant with auto-synced notes, field-level client data, and intelligent task delegation.

Microsoft Dynamics 365

Auto-syncs meeting notes, client data, and tasks while pulling relevant information from your CRM.

Zoom

Seamlessly connect with clients through high-quality video calls and let your AI assistant handle scheduling and summaries.

Microsoft Teams

Integrated directly with Teams to support efficient collaboration and smart meeting insights—all in one workspace.

Google Meet

Easily sync with your calendar and meetings while your AI assistant handles notes and action items in real time.

Ring central

Manage video calls and phone meetings with built-in AI support for summaries, transcripts, and follow-ups.

Goto Connect

Bring together video and voice with smart assistance—automate scheduling, join calls, and capture key points with ease.

Zoom Phone

Enable AI-powered call handling and smart summaries directly through your Zoom Phone conversations—perfect for busy client calls.

Teams Phone

Integrate AI assistance into Teams calls to automatically capture insights, action items, and key moments during every conversation.

Intulse

Zocks provides full 360-degree coverage for phone meetings and easy configuration for phone group calls.

Mobile

Support mobile conversations with AI that joins, records, and summarises calls—keeping your meetings productive anywhere you go.

Landline

Bring AI capabilities to your traditional landline, with hands-free call logging, notes, and summary generation built in.

Shared Landline

Ideal for team-based or shared setups—AI listens, extracts highlights, and delivers summaries accessible to the entire team.

Microsoft Outlook

Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.

Gmail

Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.

Outlook Calendar

Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.

Google Calendar

Automatically track and organize your meetings with Google Calendar integration, ensuring seamless scheduling and timely follow-ups.

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.

eMoney

Get the only AI assistant integrated with eMoney. Automatically fill out the Fact Finder, update a client’s financial plan, reply to client emails & more.

Precise FP

Automatically fill out fact finders, account opening forms, update your financial planning tool & more.

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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See Zocks in Action

Discover how to connect Zocks with PreciseFP and put the integration to work in your practice.