Integrate PreciseFP with Zocks

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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Stop wasting time turning conversations into client data

You have a productive client conversation and clear next steps.

Then comes the work — filling out fact-finders, account opening paperwork, and manually updating PreciseFP.

What should be automatic becomes another administrative task.

Zocks eliminates that extra step by pulling the right information directly from conversations to complete forms and keep PreciseFP up to date.

Get client data into PreciseFP faster with Zocks

Turn client conversations into structured client data without extra steps. Zocks captures key details in real time and syncs them directly to PreciseFP — reducing follow-ups, manual entry, and onboarding delays.

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.

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.

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.

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.

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.

WEBINAR

Learn how Zocks and PreciseFP integrate to turn conversations into structured data to faster onboard clients, create and update financial plans and elevate the client experience.

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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.