Never miss a life event that matters to your clients
Reach out at the right moment. Zocks Client Signals captures life events from client meetings and emails — routing them to your CRM and connected apps to automatically trigger your existing workflows.
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Know what’s happening in your clients’ lives. Act before they ask.
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Capture every life event the first time a client mentions it
A client brings up a life change once, often in passing. Zocks recognizes it and logs it to their Client Profile, built from every meeting, email, and connected system. You act on the most current picture of your client every time.
Catch life events in client emails too
Clients don't save their news for meetings. A house closing or a job offer often shows up in an email first, and Zocks detects it the same way, with separate workflows for meeting-based and email-based signals across your connected inboxes.
Automatically update your CRM when a client mentions a life event
Tell Zocks where each signal type belongs in your CRM, one time. From there, every future signal routes to the correct field and triggers workflows you already built. Your CRM stays current without a single manual tag.
Trigger workflows across 8,000+ apps from any life event
Connect Zocks to Zapier and any client signal can kick off work in the rest of your tech stack. A property sale triggers your tax-planning workflow, a referral pushes the new contact to your lead pipeline, and a health update notifies the right colleague.
FAQs
No. Every signal is logged to your CRM field map, but nothing triggers a workflow or client communication without your review. You control which signal types map to which fields and which ones trigger automations.
No. Zocks never records audio or video. Signals are detected from transcribed conversation details and connected email threads, with all the detail and none of the compliance risk of a recording.
Client Signals captures marital changes, new children, property purchases and sales, career changes, retirement transitions, inheritances, business changes, health updates, and education changes. It also captures referrals and decisions made in meetings, each with event type, client details, and timing.
Map each signal type to the CRM field you choose, one time. Every future signal of that type routes to that field automatically and triggers any workflows you've built on it.
Connect Zocks to Zapier and Client Signals can trigger workflows across 8,000+ apps — task managers, planning tools, marketing platforms, and internal notifications.
Client Signals works in the moment — when a client mentions an inheritance, the signal routes to your CRM that day. Client Queries works across your book: ask which clients have held-away assets and get a matching list in seconds. Most advisors use both.
Yes. Through the Zocks MCP, Claude, ChatGPT, Copilot, or your own AI agents can access the life events Zocks detects. Ask for last month’s job changes and retirements, and each signal comes with a link to the meeting where it came up.
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