Find untapped growth and close service gaps across your entire book

Every query categorizes your book into full matches, no matches, and clients with incomplete or outdated records — so you can see the match quality and supporting details behind each result before you act on it. Queries that use structured system fields (like retirement plan or marital status) pull directly from your data. Queries that require reviewing notes, emails, or documents use deeper AI analysis, and Zocks flags where data may be missing or incomplete.

Client Queries searches across every system connected to Zocks — CRM, financial planning, custodian, portfolio management, tax and estate planning, forms, and client onboarding. It also searches unstructured data like meeting notes, archived emails, and stored document summaries. The more systems you connect, the more complete your results.

Client Queries uses two approaches depending on the question. For queries that can be answered from structured fields —like “which clients are business owners?” — it returns results instantly from your existing data. For questions that require reviewing notes, emails, or documents, it runs a deeper AI Analysis to extract the relevant details. Over time, as your data becomes more structured through regular use, more of your queries resolve instantly.

You control access. Client ownership, data sources, and team roles determine who can run queries and who can see results. Advisors only see clients within their authorized scope unless they’ve been granted broader visibility.

No. Client Queries works with data from any connected system — even if you’ve never run a Zocks meeting. If your client data lives in your CRM, financial planning tools, or custodian, Client Queries can search it. The more data Zocks captures from your meetings and emails over time, the richer your results become — but it’s not a prerequisite.

Client Queries is designed for that reality. Instead of requiring perfect data upfront, it shows you where your records are incomplete or outdated as part of every query result. Each query you run also helps Zocks structure and optimize your underlying data, so results get faster and more accurate over time. Most firms find that Client Queries actually improves their data hygiene rather than depending on it.

Yes. Firm-wide queries are supported, but results depend on how your systems, data sources, and permissions are configured across offices and teams. We recommend working with our implementation team to ensure the setup is optimal.