Zocks has announced an integration with eMoney Advisor, introducing an artificial intelligence (AI)-powered solution that aims to eradicate manual data entry in financial planning.
This collaboration combines Zocks’ AI platform, which converts client conversations into actionable data, with eMoney’s financial planning technologies.
It is said to be the first bi-directional integration between a client intelligence platform and eMoney’s financial tools. This integration is designed to expedite financial advisory processes by automating data sharing and updating tasks that traditionally require manual input.
Zocks CEO Mark Gilbert said: “The planning process can often be delayed, while advisors gather and reconcile information and notes from conversations.
“Reducing that effort, automating data entry and accelerating ‘time to advice’ is critical in keeping momentum with clients.”
Zocks’ platform automates various tasks, including meeting notes and client emails, potentially offering advisors significant time savings each week. By transforming client interactions into structured intelligence, Zocks supports firms of varying sizes in enhancing operational efficiency.
eMoney Advisor, claimed to be utilised by over 109,000 financial professionals across the US, offers solutions that bolster client relationships and business growth through comprehensive financial planning.
The new integration allows Zocks to automatically create and maintain data from conversations and customer relationship management (CRM) records, synchronising this information with eMoney’s ‘Facts’ data for seamless updates.
This integration is now accessible to joint clients of Zocks and eMoney.
eMoney Advisor group product management manager Luke White said: “We’re excited to offer this integration with Zocks as it furthers our goal at eMoney to streamline and strengthen the financial planning process.
“By reducing time spent on data entry, advisors can spend more time focusing on building meaningful client relationships and delivering high-quality financial plans.”
