What does the Black Diamond CRM + Zocks integration do?

Zocks captures notes and field-level updates from your client conversations, then syncs them to Black Diamond Edge, Elements, or Engage with one click. Before each meeting, Zocks pulls your Black Diamond contact data, account history, and past notes into meeting prep. During meetings, you can query Black Diamond data in real time using Ask Anything. All data stays in your Black Diamond CRM with no manual entry.

How does Zocks update Black Diamond automatically?

After every client conversation, Zocks captures structured notes, follow-up tasks, and field-level updates. You review what was captured, select which Black Diamond fields to sync, and push to your CRM with one click. Updates land in contact records and task lists within 1-5 minutes.

Does Zocks work with Black Diamond Edge, Elements, and Engage?

Yes. Zocks works with all three Black Diamond CRM platforms. If you use Salesforce overlay, also known as ASP, Zocks integrates with that too.

Does Zocks record my client meetings?

No. Zocks does not create audio or video recordings. It uses live transcription to capture meeting content in real time, then generates structured notes. No recording file needs to be managed or archived.

How long does it take to set up the Black Diamond integration?

Most advisors connect Black Diamond in under 10 minutes. Go to your Zocks integration settings, select Black Diamond, and authenticate once. Zocks immediately starts pulling your Black Diamond contact data into meeting prep.

Is my data secure with Zocks?

Yes. Zocks is SOC 2 certified and supports two-factor authentication, SAML single sign-on, and full data encryption. Your Black Diamond credentials are encrypted, and Zocks only accesses the data you authorize.

Integrate AdvisorEngine with Zocks

Update your Black Diamond CRM automatically after every meeting

Zocks captures contact updates, goals, family changes, and follow-up items from every client conversation, then syncs them to Black Diamond Edge, Elements, or Engage with one click.

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Stop manually entering client updates into Black Diamond after every meeting

Every client meeting brings new information: updated contact details, family changes, financial goals, account adjustments.

But after the meeting ends, you manually type everything into Black Diamond. New addresses go here, family updates go there, follow-up tasks get created manually.

With Zocks, that work is done automatically. Zocks captures structured data, identifies field-level updates, and syncs everything to your Black Diamond CRM in one click. No retyping or missed details.

Keep Black Diamond current before, during, and after every meeting

Walk into meetings prepared, capture every detail without taking notes, and update Black Diamond instantly.

Proposed agenda with meeting items about financial support and sales updates

Walk into every meeting with the full client picture

Before each meeting, Zocks pulls the latest client data, contact history, and account information from Black Diamond to give you complete context. You see outstanding tasks, recent updates, and open items in one meeting prep view.

Capture structured meeting notes that sync directly to Black Diamond

After every client meeting, Zocks generates structured notes organized by topic: new goals, life changes, account adjustments, compliance notes, and follow-up items. Review, edit if needed, then push to Black Diamond.

Sync contacts and keep client data current

Zocks identifies field-level updates from the conversation: new addresses, phone numbers, household changes, beneficiary updates, and custom fields. It also creates follow-up tasks with auto-assigned owners and due dates.

Ask questions about Black Diamond data during a live meeting

A client asks about their account history and you don't have it in front of you. Use Ask Anything to pull the answer from Black Diamond mid-conversation. Check specific contact details, account information, or past meeting notes on demand.