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Business Wire
2 days ago
- Business
- Business Wire
Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a direct integration with eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money. This marks the first AI-powered, bi-directional integration between a client intelligence platform and eMoney's financial planning solutions, aimed squarely at eliminating manual data entry and accelerating the planning process for financial advisors. 'The planning process can often be delayed, while advisors gather and reconcile information and notes from conversations,' said Mark Gilbert, CEO of Zocks. 'Reducing that effort, automating data entry and accelerating 'time to advice' is critical in keeping momentum with clients.' Zocks automatically creates and maintains structured data from conversations, emails and CRM records for contacts. The integration's bi-directional data sharing enables Zocks to use that information to populate and update 'Facts' data in eMoney, eliminating manual data entry. In return, relevant facts and plan data from eMoney can be utilized by Zocks' AI Agents to support smarter meeting preparation and email responses. "We're excited to offer this integration with Zocks as it furthers our goal at eMoney to streamline and strengthen the financial planning process,' said Luke White, Manager, Group Product Management, eMoney. 'By reducing time spent on data entry, advisors can spend more time focusing on building meaningful client relationships and delivering high-quality financial plans.' The integration, which is available now for joint clients of eMoney and Zocks, builds on Zocks' broader vision of streamlining end-to-end advisor workflows by connecting AI-powered insights with the tools advisors already use every day. 'Having led sales at eMoney for many years, I had a front-row seat to the friction in the financial planning process that has long slowed advisors down,' said Drew DiMarino, Chief Revenue Officer at Zocks. 'This integration directly addresses those pain points. By syncing structured data into and out of eMoney, we're removing the burden of manual entry and giving advisors more time to engage meaningfully with clients, whether that's uncovering new planning needs, preparing for complex reviews, or simply staying ahead of key life changes.' To learn more about this integration, Zocks will be hosting a webinar, How Advisors Are Automating Planning in Real Time, on Wednesday, June 18, 2025, at 3 pm ET. For more information about Zocks and the eMoney integration, visit About Zocks Zocks is the AI assistant for financial advisors. The company's platform saves advisors 10 hours a week by automating their meeting notes, intake forms, client emails & more. This enterprise-ready solution transforms client conversations into structured, actionable intelligence for firms of any size. To learn more and start a free trial, visit About eMoney Advisor, LLC eMoney Advisor, LLC ('eMoney') provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit:
Yahoo
2 days ago
- Business
- Yahoo
Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
Advisors can now automate fact-finding, follow-ups, and plan updates with bi-directional data sync between Zocks and eMoney SAN FRANCISCO, June 11, 2025--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a direct integration with eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money. This marks the first AI-powered, bi-directional integration between a client intelligence platform and eMoney's financial planning solutions, aimed squarely at eliminating manual data entry and accelerating the planning process for financial advisors. "The planning process can often be delayed, while advisors gather and reconcile information and notes from conversations," said Mark Gilbert, CEO of Zocks. "Reducing that effort, automating data entry and accelerating 'time to advice' is critical in keeping momentum with clients." Zocks automatically creates and maintains structured data from conversations, emails and CRM records for contacts. The integration's bi-directional data sharing enables Zocks to use that information to populate and update 'Facts' data in eMoney, eliminating manual data entry. In return, relevant facts and plan data from eMoney can be utilized by Zocks' AI Agents to support smarter meeting preparation and email responses. "We're excited to offer this integration with Zocks as it furthers our goal at eMoney to streamline and strengthen the financial planning process," said Luke White, Manager, Group Product Management, eMoney. "By reducing time spent on data entry, advisors can spend more time focusing on building meaningful client relationships and delivering high-quality financial plans." The integration, which is available now for joint clients of eMoney and Zocks, builds on Zocks' broader vision of streamlining end-to-end advisor workflows by connecting AI-powered insights with the tools advisors already use every day. "Having led sales at eMoney for many years, I had a front-row seat to the friction in the financial planning process that has long slowed advisors down," said Drew DiMarino, Chief Revenue Officer at Zocks. "This integration directly addresses those pain points. By syncing structured data into and out of eMoney, we're removing the burden of manual entry and giving advisors more time to engage meaningfully with clients, whether that's uncovering new planning needs, preparing for complex reviews, or simply staying ahead of key life changes." To learn more about this integration, Zocks will be hosting a webinar, How Advisors Are Automating Planning in Real Time, on Wednesday, June 18, 2025, at 3 pm ET. For more information about Zocks and the eMoney integration, visit About Zocks Zocks is the AI assistant for financial advisors. The company's platform saves advisors 10 hours a week by automating their meeting notes, intake forms, client emails & more. This enterprise-ready solution transforms client conversations into structured, actionable intelligence for firms of any size. To learn more and start a free trial, visit About eMoney Advisor, LLC eMoney Advisor, LLC ("eMoney") provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: View source version on Contacts Media Contact: Gregory FCAzocks@
Business Wire
28-05-2025
- Business
- Business Wire
Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors
WALTHAM, Mass. & SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, and Commonwealth Financial Network ('Commonwealth'), a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announces its partnering to implement Zocks' technology across Commonwealth's advisor network. The collaboration reflects Commonwealth's focus on scaling advisor efficiency in a way that strengthens the firm's client-centric approach. Commonwealth selected Zocks as its exclusive partner for its advisor–specific design, accuracy and depth of data capture, its ability to accelerate pre and post meeting workflows, and its robust enterprise user management and compliance controls. 'Zocks was built from the ground up to meet the real-world needs of busy financial advisors,' said Mark Gilbert, CEO of Zocks. 'We're proud to partner with Commonwealth to equip their advisors with a tailored solution that streamlines workflows, enhances client service, and drives meaningful results across its community.' Zocks stood out to Commonwealth for its user experience and unique use of customizable templates that help advisors prioritize meeting outcomes. The platform's ability to sync tasks directly to client and household records in CRM added further value by reducing manual data entry and strengthening continuity across client interactions. 'As we explored how Gen AI could meaningfully support advisor productivity, Zocks quickly emerged as the clear choice,' said Chris Blotto, SVP, Chief Digital & Information Officer at Commonwealth. 'The platform was purpose-built for independent advisory firms, with enterprise controls and compliance embedded in its core from day one. Its ability to integrate seamlessly with our existing technology stack makes it not just a tactical solution, but a strategic enabler of how we scale indispensable service across our advisor community.' For more information about Zocks and its AI-powered platform, visit About Zocks Founded in 2022, Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows. Zocks is backed by a host of investors including Lightspeed, Global Founders Capital and Ascend. Learn more about Zocks and try it out at About Commonwealth Financial Network ® Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth '#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 11 Times in a Row.' Founded in 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio. Learn more about how Commonwealth partners with approximately 2,345 independent financial advisors overseeing more than $344 billion* in assets nationwide by visiting Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm's future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit for more details.
Business Wire
14-05-2025
- Business
- Business Wire
Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value
SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced that Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services, LLC (AAS), wholly owned subsidiaries of Ameritas, have selected its solution to boost advisor efficiency and elevate the client experience. As a forward-thinking firm, AIC and AAS were seeking innovative AI tools that could help its registered representatives and Investment Adviser Representatives (IARs) to scale their practices, operate more efficiently, and deliver greater value to clients. Zocks stood out for its advisor-centric design and enterprise-grade capabilities in compliance, data security, and privacy. After an extended field pilot, Zocks showed that it could streamline pre- and post-client meeting workflows, potentially saving advisors up to 30 minutes per meeting on documentation, improving the quality of client records, and accelerating post-meeting follow ups. These outcomes reinforced Zocks as the ideal platform to support AIC and AAS's strategic initiatives for increasing productivity and time savings for advisors. 'As the financial services landscape evolves, advisors need to stay ahead of innovation to remain competitive,' said Mark Gilbert, CEO of Zocks. 'We're proud that Zocks is becoming an intricate part of Ameritas's advisors' daily workflows, automating routine tasks so they can focus more on what matters most and build deeper relationships with their clients.' 'At AIC and AAS, we're committed to being an innovative, forward-thinking partner for our advisors,' said Jeremy Robson, President, AIC and AAS. 'Zocks has quickly proven its value by simplifying day-to-day operations and giving advisors more time to focus on client connections and building relationships. The results speak for themselves, and the platform aligns with the high standards we hold across our business.' Early adopters of the platform are already seeing meaningful results. "Zocks is a game changer. It's like having a seasoned advisor in every meeting—capturing the details that make each client uniquely them, without pulling our team away from the human connection,' said Garrett German, Founder of Harvest Wealth Group. 'It's helping us serve clients more deeply, stay focused on what matters, and operate with a level of efficiency that's hard to overstate.' For more information about Zocks and its AI-powered platform, visit About Zocks Founded in 2022, Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows. Zocks is backed by a host of investors including Lightspeed, Global Founders Capital and Ascend. Learn more about Zocks and try it out at About Ameritas Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; retirement plans; investments; asset management; and public finance. Securities offered through affiliate Ameritas Investment Company LLC, member FINRA/SIPC and investment advisory services offered through Ameritas Advisory Services, LLC. For more information, visit Ameritas and are separate and unaffiliated firms. This release should not be construed as a recommendation or endorsement of any particular product, service or firm.
Yahoo
07-03-2025
- Business
- Yahoo
AI advisory tech provider Zocks raises $13.8m in Series A funding
Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding round led by Motive Ventures. Lightspeed Venture Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks also contributed to the fundraise. The capital injection will support Zocks' product development, headcount expansion, and market penetration plans. Over the coming 12 months, the company is set to enhance its AI capabilities, focusing on automating laborious tasks like email correspondence, account applications, and form processing. The company is also expected to roll out 'advanced' analytics that will allow firms to glean insights from their entire client base. Moreover, Zocks is contemplating a foray into Europe. Since early 2024, over 1,000 advisory firms have adopted Zocks. The company has forged alliances with fintech firms such as Wealthbox, Redtail, and Practifi, and has garnered the support of enterprise clients and partners, including Carson Group, Osaic, RFG Advisory, and Cambridge Financial Group. Zocks CEO and co-founder Mark Gilbert said: 'The future of wealth management belongs to advisors who can harness unstructured client data and turn it into real-time intelligence. 'This investment allows us to accelerate AI-driven innovation, expand our team, and deepen our integrations, ensuring that Zocks remains as the industry's most advanced solution for client intelligence and workflow automation.' Zocks' platform not only constructs detailed client profiles by amalgamating information from various interactions but also identifies actionable items and automates form completion to streamline team workflows. By integrating seamlessly with existing CRM systems and upholding stringent privacy standards, Zocks saves advisors an average of 45 minutes per client meeting through intelligent automation. The platform also enables standardisation of client data capture and archival across firms. Motive Ventures principal Harsh Govil said: 'We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. 'Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products.' Recently, wealthtech firm Osaic integrated Zocks' client intelligence platform. "AI advisory tech provider Zocks raises $13.8m in Series A funding" was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio
