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Get client data into PreciseFP faster with Zocks
Reduce rework, eliminate manual entry, and accelerate onboarding.
Automatically fill out fact finders and onboarding forms
Zocks captures information from client conversations, emails, and your CRM, then populates PreciseFP fact finders and onboarding forms with one click. No more retyping client details from memory or notes.
Instantly update client profiles
Whenever a client mentions a life change or new financial detail, Zocks captures it and syncs updates directly to their PreciseFP profile. No retyping required.
Draft client-ready replies using intake data
When a client asks about submitted information or next steps, Zocks pulls the latest details from PreciseFP and connected systems and instantly drafts a personalized reply. Review, edit, send.
Prep for any meeting with PreciseFP data at your fingertips
Zocks pulls client information from PreciseFP into your meeting prep, alongside CRM data, past conversations, and email history. Walk into annual reviews or onboarding check-ins knowing exactly where things stand. No separate logins required.
What syncs with PreciseFP
See how Zocks data flows into PreciseFP forms and client profiles.
Sync Direction
Two-way data synchronization
Write to PreciseFP
Fact finder data, client onboarding form data, client profile updates (contact details, financial details, life changes), field-level updates from conversations.
Read from PreciseFP
Client profiles, submitted form data, financial details. Used for meeting prep, email drafting, Ask Anything.
Form Fill
Auto-populate fact finders and onboarding forms from conversations, emails, CRM data. Review and submit with one click.
Meeting Prep (Read)
Pulls PreciseFP data into one-click meeting prep alongside CRM, past notes, and email history.
Ask Anything
Query PreciseFP data mid-meeting. Get answers about intake status, submitted forms, financial details.
Email Drafting
Generates replies using PreciseFP data + CRM, past conversations, and other connected systems.
Setup
Connect in Zocks settings. Authenticate with PreciseFP credentials.
Here’s why we’re rated #1
Director of Strategy & Technology | SRG Financial Advisors
Get started for free in less than 10 minutes
FAQs
Two-way connection. Captures client details from conversations and emails, then fills out fact finders and onboarding forms in PreciseFP. Also pulls PreciseFP data into meeting prep, email replies, and Ask Anything.
Yes. Zocks captures info from conversations, emails, and CRM, then populates fact finders and onboarding forms with one click. You review, edit if needed, and submit.
Yes. When a client mentions a new job, marriage, baby, retirement date, Zocks captures it and syncs to their PreciseFP profile. No manual retyping.
Yes. Pulls latest data from PreciseFP + CRM, past conversations, and other systems to draft a personalized response. You review and send.
No. Live transcription only. No audio/video recording. No file to manage or archive.
In Zocks settings, select PreciseFP and authenticate. Contact matching happens automatically. Most advisors are running in under 10 minutes.