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Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Jun 27, 2025

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4 mins read

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

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Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Zocks and eMoney Launch AI-powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Zocks and eMoney Launch AI-powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Zocks Launches SmartOffice Integration to Automate CRM Updates and Advisor Workflows

Zocks Launches SmartOffice Integration to Automate CRM Updates and Advisor Workflows

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

New Website. The Redesign Story.

New Website. The Redesign Story.

Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

Zocks Joins The Wealth Engineering Expert Sourcing Consortium

Zocks Joins The Wealth Engineering Expert Sourcing Consortium

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement

Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement

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Jayce

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Create retirement income models based on different timelines and claiming strategies

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Michelle

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John & Michelle Smith Discovery Call

Dec 28, 2024

9:00AM - 9:54AM

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Financial Summary

Meeting Overview

Participants: Clients: John Smith, Michelle Smith; Financial Advisor: Jayce Talis