July 2025 Product Update

The Zocks team was busy in July and we are back with another big release update!

This month’s enhancements are all designed to automate more of your workflows with deeper native integrations and new tools that support advisor growth. But first—some exciting news: we’ll be at Cambridge Ignite from August 20th at the Gaylord National Resort & Convention Center in National Harbor, MD. If you’re attending, we’d love for you to stop by and say hello.

Key highlights in this update

New Features:

• Coaching - Meeting Scorecards
• Live Meeting Experience
• Zocks AI Assistant for Outlook Email and Calendar
• Unified Task Management experience with a new CRM sync status
• Expanded Analytics
• PreciseFP integration

Coaching - Meeting Scorecards

Actionable insights to grow your practice

Meeting Scoring is a comprehensive evaluation module that helps financial professionals assess the effectiveness of their client meetings. Based on industry research and proven sales coaching standards, it analyzes 18 key metrics grouped into three core categories: 

• Scheduling Score - Evaluates scheduling efficiency with insights on time allocation, meeting sources, and follow-up bookings. 
• Engagement Score - Measures client engagement through talk time, sentiment, interactivity, and conversation balance, with customizable insights on connection and personal engagement.
• Workflow Score - Tracks meeting effectiveness with insights on decision-making, agenda use, next steps, tasks, life events, and customizable core motivators.

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Each scoring group provides an objective, data-driven view of meeting quality, highlighting strengths and revealing opportunities for improvement. Meeting Scoring is designed not just to evaluate single interactions, but to serve as a scalable performance-tracking tool across advisors, teams, and the entire firm. Firm owners and team leads don’t have the time or capacity to review hundreds of meetings manually so Meeting Scoring surfaces for them the insights that matter most. It helps identify standout meetings that can be used as examples in training, as well as flag interactions that may be veering off track. 

By turning raw meeting data into clear, actionable insights, firms can foster consistent improvement, drive higher conversion rates, and strengthen client relationships at scale.

Meeting Scorecards is available in all subscription tiers and runs for all new meetings by default. 

To learn more, visit our Help Center article.

Live Meeting Experience

Live Zocks support for virtual, phone & face-to-face meetings

Live Meetings transform how you engage with clients by bringing Zocks directly into every meeting. Whether you're connecting online, via phone or meeting face-to-face, you now have your complete Zocks toolkit available in real-time.

The new Live Meeting view provides instant access to your meeting preparation, participant context, and the Ask Anything AI Assistant right during your conversations. Your notepad follows you throughout the entire meeting process, ensuring internal thoughts and observations flow seamlessly from preparation through follow-up.

Most significantly, Live Meetings brings full Zocks support to in-person and phone meetings for the first time. Calendar-scheduled meetings integrate seamlessly with your preparation workflow, while ad-hoc meetings can be launched instantly with complete AI assistance.

Key capabilities include:

• Real-time AI Assistant access during meetings
• Dynamic participant management and meeting controls
• Notepad that stays with you through the entire meeting process
• Complete in-person meeting support 
• Complete phone meeting support for mobile, landline, and VOIP calls
• Unified Live Meetings hub for managing all active sessions

Live Meetings ensure consistent meeting quality and comprehensive documentation regardless of how or where you meet with clients, bringing the same level of Zocks intelligence to every interaction.

Live Meetings is available in all subscription tiers. 

To learn more, visit our Help Center article.

Zocks AI Assistant for Outlook Email and Calendar

New Native Outlook Plugin

Zocks Email Hub goes beyond simple auto-replies—our AI Assistant crafts intelligent, personalized email drafts using context from past conversations, and your connected CRM and financial planning data. Unlike tools that just respond generally to topics, Zocks builds data-backed responses tailored to each client.

And now, we're bringing that power directly into your workflow with a native Outlook plugin—so you can access all of Zocks’ client intelligence capabilities in a sidebar view, right from your inbox and calendar.

Outlook Email

• Draft Email replies based on contextual Client information.
• Client view showing relevant information about your Client, their consent status, and the ability to update CRM and their Client Profile from the email.
• Task view showing related tasks for the client and new tasks identified from the email.
• Ask Anything - AI Assistant which uses context from past conversations, and your connected CRM, and financial planning data.
• Citations and references to information sources used by Zocks for replies.

Outlook Calendar

• Meeting Prep - Utilize Zocks meeting prep from within your calendar
• Tasks - Manage Zocks Tasks from within your calendar

The Outlook plugin is available free to all Zocks users, regardless of subscription level—and includes instant access to our powerful Client Context features right within your inbox and calendar. For unlocking our most advanced email workflows, offering the broadest range of automation and customization features, contact us.

You can find the Free Outlook app here.

Unified Task Management experience

New features and streamlined, unified design

One of Zocks’ most appreciated features has been the automatic creation of follow-up tasks from meetings. Now, after deep research into advisory workflows, we’ve elevated that experience—making task management and delegation more unified, intuitive, and powerful.

Zocks now aggregates tasks across meetings and from emails with clients intelligently organizing them by team members and by clients. This makes it easier to manage all your tasks and their status, maintain the sync status with your CRM, and track follow-ups across your firm.

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What’s New

Zocks Meeting Summary

• Enhanced User Interface for a more streamlined task workflow when pushing to CRM
• Ability to merge multiple tasks into a single task before pushing to CRM

Zocks Email

• Ability to export tasks from email directly into your CRM
• Zocks Client Profile updates are now automatically processed from email

Zocks Contacts

• Tasks related to a client are now visible under their Contact page

Zocks Manage Team

• Advisor-assigned tasks appear in the Manage Team view by teammate
• Ability to filter tasks by client, teammate, source and status and sync with CRM

Unified Task Management is available in all subscription tiers. 

These updates bring your communication, CRM, and task workflows even closer together—so nothing falls through the cracks.

Expanded Analytics

Drive continuous improvement at every level of the firm

Since launching the Analytics Hub, Zocks has led the way in delivering actionable insights from client conversations and meeting-based metrics. But if you haven’t checked in recently, you might have missed the steady expansion of our analytics capabilities. We’ve quietly added 25+ new charts—and revised nearly all the original ones—to give you a more complete, fine-tuned view of your advisory practice.

Our analytics system is built to scale, offering layered insights from the individual, up to the enterprise level. You can view performance and engagement metrics:

• At the client level
• Per advisor
• Across the advisor team
• Firm-wide, for the entire practice
• And across enterprise accounts, rolled up from all sub-accounts in the hierarchy
  

Highlights from the latest analytics updates include:

• Advisor Coaching Dashboard – Aggregates meeting scores across clients, advisors, and teams
  
• Sentiment Insights – Now integrated across all dashboards, with breakdowns by client, advisor, or team
  
• Consent Metrics – Practice-wide visibility, with powerful sorting and export options
  
• License Usage Tracking – Monitor invites, trials, login activity, and paid seats
  
• Client Interaction Insights – View patterns in meeting platforms, duration, communication methods, and more
  
• Smart Filtering – New user and client list views to help you sort by key criteria and Download sorted lists
  

With every update, our goal is to help you make smarter, faster decisions—grounded in the real behavior and outcomes of your practice.

PreciseFP Integration

Go from conversation to advice faster than ever

The new bi-directional integration between Zocks and PreciseFP eliminates manual data entry by automatically turning your client conversations into structured data.What you capture in meetings now flows seamlessly into PreciseFP, which can then sync with their digital forms, your CRM, financial planning tools, and custodial platforms increasing your operational velocity.

This creates true "input once, use everywhere" functionality that accelerates your client journey from initial contact through onboarding and ongoing engagement. Instead of spending time re-entering client information across multiple systems, you capture it once in conversation and watch it populate throughout your entire tech stack.

Key capabilities include:

• Automatic population of PreciseFP forms from Zocks meetings
• Bi-directional data sync between platforms
• Elimination of manual data entry
• Faster client onboarding and plan development
• Prepare for meetings using combined PreciseFP, Financial Planning, CRM, and Zocks summary data

The integration transforms every client conversation into instantly usable data that accelerates your entire advisory process, from discovery through implementation.

The integration with PreciseFP is available in all subscription tiers. 

To learn more, visit our Help Center article or watch our webinar replay.