Zocks and eMoney Introduce AI-Driven Integration to Streamline Financial Planning and Automate Data Entry

Zocks and eMoney Launch AI-Powered Integration to Streamline Financial Planning SAN FRANCISCO—Zocks, a privacy-focused AI platform that converts client conversations into actionable data, has announced a direct integration with eMoney Advisor (eMoney), a leading provider of financial planning technology solutions. This integration represents a significant advancement in the field, marking the first AI-powered, bi-directional data sync between a client intelligence platform and eMoney's planning tools. The primary aim is to eliminate the time-consuming task of manual data entry and maintenance, thereby accelerating the financial planning process for advisors. According to Mark Gilbert, CEO of Zocks, the planning process often suffers from delays due to the effort required to gather and reconcile information from various sources. "Automating data entry and reducing the workload can help advisors maintain momentum with their clients," Gilbert explained. Zocks accomplishes this by automatically creating and updating structured data from conversations, emails, and CRM records. The new integration allows this data to be seamlessly imported into eMoney, thus eliminating the need for advisors to manually input information. Conversely, eMoney's data can be used by Zocks' AI agents to enhance meeting preparation and email responses, fostering a more efficient and personalized client experience. "We are thrilled to partner with Zocks to further streamline and strengthen the financial planning process for our clients," said Luke White, Manager of Group Product Management at eMoney. "By minimizing the time spent on data entry, advisors can focus more on building genuine client relationships and delivering top-tier financial plans." The availability of this integration to joint clients of Zocks and eMoney aligns with Zocks' broader mission to streamline advisor workflows through the integration of AI-powered tools. "I have firsthand experience with the challenges faced by financial advisors during the planning process from my time at eMoney," noted Drew DiMarino, Chief Revenue Officer at Zocks. "This integration directly tackles those issues by synchronizing structured data, removing the burden of manual entry, and allowing advisors to engage more deeply with their clients. Whether it's identifying new planning needs, preparing for detailed reviews, or staying ahead of key life changes, our solution aims to make every interaction more productive and meaningful." To provide more insight into this new collaboration, Zocks will host a webinar titled "How Advisors Are Automating Planning in Real Time" on Wednesday, June 18, 2025, at 3 pm ET. This event will explore how the integration can revolutionize the way financial advisors work, offering practical tips and real-world examples. For additional details about Zocks and its integration with eMoney, interested parties can visit zocks.io/financial-planning/emoney. About Zocks Zocks is an AI assistant designed specifically for financial advisors. The platform automates tasks such as meeting notes, intake forms, and client emails, saving advisors approximately 10 hours each week. Zocks transforms client interactions into structured, actionable intelligence, making it an invaluable tool for firms of all sizes. For more information and to start a free trial, visit zocks.io. About eMoney Advisor, LLC eMoney Advisor, LLC ("eMoney") offers technology solutions and services that facilitate open discussions about finances. With a focus on holistic financial planning, eMoney's tools enhance client relationships, streamline operations, boost business development, and drive overall growth. Over 109,000 financial professionals use the eMoney platform to serve more than 6 million households across the United States. For more information, visit emoneyadvisor.com.