Zocks
Zocks is the AI Assistant for financial advisors. The platform saves you 10 hours a week by automating meeting prep and notes, intake forms, client emails and more, freeing you up to focus on what matters most: your clients.
How does the integration work?
It can often take days or weeks to gather all the information required to onboard a new client, create a financial plan or initiate an account opening process. It can be delayed as you gather information and manually enter the data in multiple systems. With Zocks, you can automatically capture the right information from client conversations and instantly populate PreciseFP’s full data set, including any custom forms or fields. This allows you to then update any of the connected applications in the PreciseFP’s ecosystem. Unlike other tools, the Zocks integration with PreciseFP works two ways. Zocks also uses relevant client data from PreciseFP to automatically write detailed replies to client emails, include a client’s financial information in your meeting prep and more.
Watch the integration video here.
