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.
Trusted by thousands of advisors & firms
.avif)
Get client data into PreciseFP faster with Zocks
Turn client conversations into data without extra steps. Zocks captures key details in real time and syncs them to PreciseFP, reducing follow-ups and manual entry.
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.
.webp)
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.
.webp)
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.
.webp)
Easily update a client’s financial plan
After a check-in call or whenever a client mentions a life change in an email, Zocks automatically captures it and makes it easy to update their financial plan in RightCapital.
.webp)
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.
Director of strategy & technology | SRG Financial Advisors
.webp)
Get started for free in less than 10 minutes
