Too many advisors are drowning in disconnected tools, repetitive data entry, and client meetings that never translate into real action. In this session, learn how Zocks and PreciseFP integrate to turn conversations into structured data to faster onboard clients, create and update financial plans and elevate the client experience.
We’ll cover:
✅ How Zocks AI turns meeting conversations into instantly usable data to populate PreciseFP
✅ How to eliminate rekeying by bridging platforms that don’t integrate
✅ How to create a consistent, personalized client experience at scale and with speed and precision
✅ How your team can save time, reduce errors, and shorten the ‘time to advice’ in working with clients
If your data is in ten places and your systems don’t speak the same language, this is the conversation you’ve been waiting for.
Join us and see how the right tools, used together, can give your firm a real operational edge.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Dan Garrett
Co-Founder and Managing Director, Advisor Digital
Jim Hardeman
Executive Vice President of Product, Zocks
