Integrate eMoney with Zocks

Go from client conversation to delivered plan in minutes, not days

Automatically fill out Facts, update plans in real-time, draft client emails, and get instant answers about any client — all without leaving your workflow.

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Stop losing momentum between client conversations and delivered plans

You have a strong client conversation and clear interest in moving forward.

Then comes the delay — reviewing notes and documents, updating eMoney, and chasing down missing details.

What should take minutes stretches into days, giving prospects time to stall, second-guess, or look elsewhere.

Zocks removes that delay by turning client conversations into updated eMoney plans automatically.

Close more prospects with eMoney & Zocks

Give prospects a financial plan faster than ever. By capturing client details and updating eMoney in real-time, Zocks eliminates the back-and-forth info gathering that kills momentum.

Automatically fill out Facts from conversations

Zocks captures information from every client touchpoint—conversations, documents, CRM, and email—then automatically updates 370+ eMoney Facts and fills out the eMoney Fact Finder.

Sync client and financial details from documents

Upload any client document — brokerage statements, estate plans, intake forms, risk profiles — in any format. Zocks extracts income, assets, beneficiaries, account numbers, risk scores, and more to cut hours of manual review.

Instantly update a client's financial plan

Whenever a client mentions a life change in a conversation or email, Zocks captures it and updates their financial plan in eMoney so you don’t have to.

Reply to client emails in seconds

When a client asks you something like, “Have we saved enough for tuition at this college?” Zocks pulls the latest data from their eMoney plan and instantly drafts a detailed reply.

Instantly prep for any type of meeting

Zocks includes the client’s financial information from eMoney in your meeting prep. That means you’re all set for annual reviews — or any meeting where finances come up.

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 eMoney and your CRM to find the answers you need.

WEBINAR

Watch how Zocks instantly fills out eMoney’s Facts, automatically updates a client’s financial plan, writes detailed replies to your client emails & more.

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Our closing ratio is higher now that we use Zocks on our first appointments with prospects. We capture those little talking points that make or break a case when we’re bringing a new client on.