Introducing Zocks Client Queries:
Book-wide Intelligence for Growth and Servicing

Live Webinar Recording — June 24, 2026

Missed the Zocks Client Queries launch webinar or looking for a refresher? This page recaps everything we covered — what the capability does, demo highlights, and answers to the top questions advisors asked live.

New & Existing Customers:

Book a Client Queries Demo

Webinar Summary

We introduced Client Queries, an industry-first capability in the Zocks platform that lets advisors ask natural language questions across their entire book of business to find growth opportunities, stay on top of compliance, and personalize client service — without digging through scattered data or maintaining manual tracking spreadsheets. In the live demo, we showed practical workflows like finding clients who haven’t taken their RMDs and creating a CRM activity to trigger a review meeting. Watch the full recording above to see Client Queries in action.

Key takeaways

Advisors know the right things to do — the problem is doing them at scale. Almost 90% of advisors say they offer holistic planning, but over half with a service calendar don’t follow it. Half have no formal referral process despite referrals being a top growth channel. The intent is there, but the systems to execute across an entire book of business haven’t been — until now.
If you handle the client servicing, growth will come. Advisors have consistently shared with us that they don’t need a new growth strategy. They need to execute the playbook they already have — RMDs, insurance reviews, referral follow-ups, life event outreach — more consistently and at scale.
With Client Queries, one advisor who participated in the early access program found 13 clients whose fixed cost exceeded their life insurance. Nearly 70% of those clients increased their insurance coverage within one week of the advisor reaching out.
Client Queries doesn’t just give you a list, it gives you next best actions. From any query result, you can create CRM tasks, add tags and notes, assign follow-ups to a team member, draft personalized emails, trigger Zapier workflows, or export a CSV. More than 15 action types are available today with more on the way.
You can schedule queries to run automatically. Set any query to repeat quarterly, biannually, or annually, The results are ready when you need them. Connect to Zapier or marketing automation platforms, like HubSpot, to trigger marketing campaigns or outreach sequences directly from recurring results.
Client Queries gets smarter — and cheaper — the more you use it. As Client Queries sees more use cases in a given area, Zocks pulls that data into core client profiles. That moves queries from deeper AI analysis to instant lookups for faster results, a lower cost, and better accuracy over time.

Top Questions

How do I get access?

Whether you are an existing or new Zocks customer, you’ll want to start by getting a demo of Client Queries. From there, our team will guide you on next steps.

How much does it cost?

Client Queries is available as a credit-based add-on to Pro and Ultimate plans. Trial credits are included to get you started, and the system always shows estimated costs before anything runs. There are controls at every level — no surprise bills, ever.

How do queries work?

When you type a natural language question, Client Queries breaks it into separate search criteria and runs each one across your connected systems and client profiles. For example, an RMD query would check the age criteria in one pass and then look for evidence of whether the distribution was taken in another — pulling from CRM data, planning tools, custodian records, and meeting noes. You see exactly how each match was identified and why, so you can act on results with confidence.

Which CRMs does it work with?

Client Queries integrates with over 15 CRM systems, including Redtail, Salesforce,and Microsoft Dynamics. It also pulls from custodians, financial planning tools,portfolio management, and other connected integrations. The real power of ClientQueries is multi-system queries that combine data no single system can answer alone.

Can I email clients directly from a query result?

Yes — and each email is personalized using the individual client’s full history and profile. Zocks never sends emails directly. It opens personalized drafts in your email system, so every email goes through supervision to maintain compliance.

How is this different from other AI platforms?

Zocks captures more accurate and detailed information from client meetings, especially in multi-person settings where participants are in different roles and joining from different formats.

Beyond notes, Zocks updates hundreds of data points across connected systems like eMoney, Redtail, and others — so your planning tools and CRM stay current without manual entry. And with Client Queries and MCP connections to tools like Claude, ChatGPT, and Copilot, you can do more with your client data than any other platform offers today.

We encourage side-by-side trials so you can see the difference for yourself.

What about data security?

You fully own and control your data — including retention length and the option to redact. Everything is encrypted in transit and at rest. Zocks is SOC2 audited and approved across major broker-dealers and banks. A compliance package is available on request.

Do I need months of Zocks data to start?

No, Client Queries can pull from any connected system — your CRM, custodian, planning tools — even if you’re new to Zocks. The more you use it, the richer your client profiles become, but you don’t need to wait to get value.