Wealthbox is excited to announce an integration with Zocks. This AI-powered platform automates meeting prep, note-taking, follow-up actions, and personalized client communications from client conversations—without recording the meeting. With the bi-directional integration released today, Zocks can automatically create client meeting agendas, sync events, add notes, assign tasks across your team, and update key data fields in Wealthbox.
Jim Hardeman, EVP, Product at Zocks
“The bi-directional integration between Zocks and Wealthbox is a powerful combination for leveling up client experience, and advisor and team productivity,” said Jim Hardeman, EVP, Product at Zocks. “Advisors are freed up to fully engage in conversations with their clients and not worry about taking notes or missing any key personal and financial details. Zocks enables advisors to capture more information, sync with Wealthbox, and follow up with staff and their clients faster and in more personal ways.”
“Wealthbox is excited to announce the integration of Zocks into our platform,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “The integration enables advisors to enhance the client experience and drive productivity. Advisors can now focus fully on client conversations, confident that Zocks automates meeting preparation, note-taking, and follow-up tasks seamlessly.”
Charlie Fargo, Head of Product Partnerships at Wealthbox
How it works
Once the integration has been enabled, advisors can sync Zocks Meeting Summaries and Follow-ups as Wealthbox Events, Notes, and Tasks. Advisors can navigate to the Profile Settings in Zocks and click “Integrations”.
For Meeting Summaries, advisors can save directly to a contact or household in Wealthbox by selecting the Wealthbox icon in any Zocks meeting preset. Alternatively, advisors can export the meeting summary to Wealthbox, customizing which sections to include if desired. For follow-ups, sync them to Tasks in Wealthbox, assigning due dates and priority to team members for streamlined follow-up processes.
Learn more
- Integration Page: Learn more on the Zocks + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Zocks integration with easy instructions.
Join us for a live webinar on Tuesday, July 30th at 2:00 PM ET to learn more about the integration between Wealthbox + Zocks.
