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Go from conversation to advice in minutes, not days
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Trusted by thousands of advisors & firms of every size
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Give every client fast, personalized service
Automatically fill out the eMoney Fact Finder
Zocks captures the right information from your client conversations, combines it with up-to-date info in your CRM & email, then instantly fills out the Fact Finder.
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.
Get started with Zocks AI
Talk to our Product Experts!
Book a more personalized walkthrough with our Product Experts for a later time where we can go into more detail on how Zocks can help your practice.
Watch our webinar
In this demo you'll see how Zocks instantly fills out eMoney’s Fact Finder, automatically updates a client’s financial plan, writes detailed replies to your client emails & more, and answer any questions you have.
