Latest news with #Zocks'
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@
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
