The first AI-powered, bi-directional integration streamlines data entry and accelerates time-to-advice for financial advisors.
Highlights:
- Bi-Directional Data Sync: Zocks and eMoney now share structured client data in real time, eliminating manual entry.
- AI-Powered Insights: Zocks uses emails, CRM records, and conversations to auto-populate eMoney’s “Facts” section.
- Advisor Efficiency Boost: The integration reduces planning delays and enhances client engagement with smarter prep tools.
Summary: Zocks, a privacy-first AI platform that transforms client conversations into actionable insights, has launched a direct integration with eMoney Advisor. This marks the first bi-directional, AI-powered connection between a client intelligence platform and eMoney’s financial planning tools. The integration allows Zocks to automatically extract structured data from emails, CRM systems, and conversations, and sync it with eMoney’s “Facts” section—removing the need for manual data entry.
In return, eMoney’s plan data feeds back into Zocks to support smarter meeting prep and follow-ups. The result: faster planning cycles, reduced advisor workload, and more meaningful client interactions.
