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Build Conquest plans faster than ever with Zocks

Zocks captures what clients say in meetings, emails, and documents and uses it to build new Conquest plans and keep existing plans current, so you deliver advice the moment it matters, not days later. Available in the US and Canada.

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Trusted by thousands of advisors and firms of every size

Stop losing momentum between great conversations and delivering great advice

You just had a strong discovery call. The prospect is excited and eager to move forward. Then comes the momentum killer: documenting the meeting details, collecting and organizing information from the prospect, and manually entering all the data into Conquest.

By the time you are able to deliver the first draft of the plan, the moment has passed, or the prospect has cooled off.

Zocks closes that gap. It captures what was discussed and uses it to build or update a Conquest plan in real-time, so you can see the impact immediately.

From meeting to plan to follow-up, without the manual work

The Zocks and Conquest integration work in both directions. Zocks pushes client details into Conquest plans. Conquest plan data powers your meeting prep, email replies, forms, and Ask Anything queries in Zocks. Every step of the advisor workflow is connected.

Bring live Conquest plan data into every conversation

Zocks pulls live Conquest plan data into your meeting prep, email drafts, and Ask Anything queries. Walk into every meeting knowing your client's goal progress, current scenarios, and probability of success, without opening another tab.

Walk into every meeting prepared

Zocks pulls live Conquest plan data, goal progress, current scenarios, probability of success, into your meeting prep alongside CRM data, past conversations, and email history. Know where every client stands without opening another tab.

Build and update Conquest plans from every interaction

Zocks captures family structure, goals, income, expenses, and account info from your discovery call, emails, and documents, then uses them to build a new Conquest plan or update existing ones. Review what Zocks captured, edit if needed, then sync to Conquest with one click.

Follow-up and onboard with the full plan behind you

Zocks drafts client emails using live Conquest plan data, not just what you remember. It fills intake forms and account applications using data from conversations and the plan. Every touchpoint reflects the client's current financial picture.

Ask anything about your clients and their financial plan

Query Conquest plan data mid-meeting or between meetings right from Zocks. Goal progress, scenario outcomes, probability of success, account balances, answered in seconds.