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Integrate Wealth.com with Zocks
Move estate plans forward faster than ever
Zocks uses AI to capture estate planning details from meetings and automatically updates Wealth.com client profiles — helping plans move to completion faster.
Stop losing momentum between estate planning conversations and completed plans
Estate planning conversations generate critical detail — but momentum often stalls between meetings or all together.
Details live in notes. Status lives in Wealth.com.
And advisors waste critical time piecing it together.
Without visibility into what’s complete or missing, meetings become reactive and progress stalls.
Zocks closes that gap.
Pull client details and estate planning status into meeting prep. Push updates to Wealth.com after meetings.
Turn meaningful estate planning conversations into real progress and completed plans.
Run better estate planning meetings — and finish plans faster
Walk into every estate planning meeting knowing exactly where clients stand — and leave with clear next steps to move documents forward.
Update Wealth.com after every estate planning conversation with one click
Zocks captures client profile and estate planning details from every conversation and syncs them directly to Wealth.com client records. Review, edit if needed, then push.
After every meeting, Zocks updates Wealth.com with:
- Meeting summaries and notes
- Creates or updates client profile details (contacts, beneficiaries, dependents)
No re-entering data. No details lost between systems.
Show up to every estate planning conversation fully prepared
Zocks surfaces up to date Wealth.com estate planning details inside your meeting prep workflow automatically.
So before every meeting, you know:
- Which quiz questions the client has completed from client portal
- What documents are not started, in progress, or finalized
- Which trusts, wills, or entities are already in place — and what’s still needed
Get instant answers about a client’s estate plan — without digging
Advisors don’t want to hunt through notes or Wealth.com to answer simple questions mid-day.
With Ask Anything and Zocks Email, Zocks uses Wealth.com estate planning data to answer questions like:
- Have they completed their estate planning quiz?
- Which documents are already in place?
- What’s still missing or in progress?
Just ask in plain language. Zocks responds using the client’s real planning status — so you always have the right answer, instantly.
WEBINAR
February
4
1:00 pm
ET
From Conversation to Completed Estate Plan: The Zocks + Wealth.com Integration
Join Zocks and Wealth.com for a practical walkthrough showing how advisors use real estate planning context to run better meetings, reduce follow-ups, and move estate plans forward faster.
Zocks seamlessly integrates with your tech stack
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Zoom
Capture and access meeting prep, client insights, and task management live from Zoom meetings.
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Sync your meetings effortlessly with Outlook Calendar to stay on top of your schedule and never miss an important client conversation.
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Automate lead follow-ups and ensure client data stays perfectly in sync across your advisory tools.
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