Latest news with #Zocks
Barnama
5 days ago
- Business
- Barnama
InvestCloud Unveils AI-enabled Solutions To Transform Wealth Management
BUSINESS KUALA LUMPUR, Aug 7 (Bernama) -- InvestCloud, a global leader in wealth technology, has announced the first of a new generation of artificial intelligence (AI)-enabled solutions to help advisors increase productivity and deliver greater value to clients. Available to new and existing clients, the new solutions, Intelligent Screening and Intelligent Meeting, are enhanced by technologies from smartKYC, an AI-driven know your customer (KYC) risk screening and monitoring solutions provider, and Zocks, a privacy-first AI assistant for financial advisors. 'With this new generation of wealth solutions, starting with Intelligent Screening and Intelligent Meeting, we are leveraging data and AI in new ways to address the disjointed systems and fragmented data challenges that are precluding optimal outcomes for advisors and their clients. 'smartKYC and Zocks share our commitment to creating a smarter financial future, and with them we are enabling advisors to work smarter across the full client lifecycle and to foster deeper, more productive relationships,' said InvestCloud President, Digital Wealth, Dan Bjerke in a statement. Intelligent Screening enables private banks and wealth managers to perform faster, more accurate and cost-effective due diligence across every stage of the client relationship, freeing advisors, relationship managers and compliance officers to focus on decision-making rather than manual research. Meanwhile, Intelligent Meeting transforms the way advisors prepare for, track and follow through on discussions with clients, in which meeting preparation, note-taking, action-item tracking and post-meeting workflows are automated and infused with intelligence from disparate systems to enable advisors to focus on meaningful client interactions and reduce time-consuming administrative and manual tasks. To power this new generation of intelligent solutions, InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows, insights and experiences, enabling best-in-class advisor productivity and client engagement while upholding the highest standards of data privacy and efficiency. In late 2024, InvestCloud introduced a new strategic direction, setting its sights on creating a smarter future for wealth management, while also renewing its commitment to client excellence, integration and innovation. -- BERNAMA
Barnama
5 days ago
- Business
- Barnama
InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement
LOS ANGELES, Aug 7 (Bernama) -- InvestCloud, a global leader in wealth technology, today announced the first of a new generation of AI-enabled solutions to help advisors increase productivity and deliver greater value to clients. The new solutions, Intelligent Screening and Intelligent Meeting, are enhanced by technologies from smartKYC, the leading provider of AI-driven know your customer (KYC) risk screening and monitoring solutions, and Zocks, a privacy-first AI assistant for financial advisors. Intelligent Screening from InvestCloud automates in-depth due diligence during client onboarding and performs ongoing risk monitoring. It enables private banks and wealth managers to perform faster, more accurate and cost-effective due diligence across every stage of the client relationship, freeing advisors, relationship managers and compliance officers to focus on decision-making rather than manual research.
NZ Herald
30-06-2025
- Climate
- NZ Herald
Hundreds of neighbours rally to give a 9-year-old with cancer one last Christmas
Kelly Zocks doesn't usually go all out for Christmas. She might hang some twinkly lights, maybe put up a wreath on the red door of her home. But on the last Saturday in June, following a week of dangerously hot temperatures in the Washington DC region, Zocks dotted her walkway
Business Wire
25-06-2025
- Business
- Business Wire
Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations
SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the award-winning client engagement and data-gathering software from Docupace. The partnership enhances Zocks' ability to automate key client workflows and accelerate the path from conversation to advice. 'Client onboarding and data gathering have always been friction points for advisors,' said Mark Gilbert, CEO of Zocks. 'As firms look to further streamline processes and eliminate manual data entry, our integration with PreciseFP accelerates key client workflows. It's yet another step in how Zocks is automating the way advisors work beyond note taking.' With this new bi-directional integration, Zocks users can now sync conversational data directly into PreciseFP's digital fact-finding and account-opening forms, eliminating manual entry and automating the client journey from initial contact through onboarding and ongoing engagement. The structured data from Zocks flows seamlessly into leading CRMs, financial planning tools and custodian platforms via PreciseFP's existing integrations, ensuring continuity across platforms. Through PreciseFP's established ecosystem, Zocks immediately extends value into the platforms advisors already rely on, advancing its mission to streamline end-to-end workflows. 'We're excited to partner with Zocks to bring greater speed and efficiency to client onboarding and engagement workflows,' said Richard Thoeny, EVP ─ Product Strategy for PreciseFP. 'This integration reduces the operational burden and time delays, so firms can stay focused on what drives value: planning, relationships, and growth.' 'Detailed and accurate data is the bedrock of financial planning and advice,' said Dan Garrett, co-founder of Advisor Digital and director of strategy & technology of SRG Financial Advisors. 'Zocks and PreciseFP have been essential tools for our advisors, enabling them to efficiently gather information and automate our process. Now, with this integration, we're able to realize our vision of 'input once and use everywhere.' Turning conversations into data dramatically increases our operational velocity and elevates the client experience. The direct result will be faster onboarding and plan adjustments, and ultimately, a more dynamic and responsive financial journey for our clients." To learn more about the integration, join Zocks and PreciseFP for a webinar on Thursday, July 17, 2025, at 2:00 pm EDT: Register here. For more information about Zocks and the PreciseFP integration, visit or 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 Docupace PreciseFP was acquired by Docupace in September 2021, advancing the company's mission to deliver an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. Docupace is a software solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting and enhance the experience of advisors and investors. For more information, please visit
Business Wire
11-06-2025
- 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:
