Zocks AI Assistant

Zocks AI Assistant for Outlook transforms how financial advisors manage their emailing and workflows—directly from their inbox. Instead of generic, topic-based replies, Zocks generates data-backed draft responses by pulling insights from meeting history, contact records, CRM data, and Financial Planning tools—delivering the full client context right within Outlook, so you never have to switch tabs or navigate multiple systems.

• Smart Email Categorization: Zocks’ Email Assistant automatically classifies incoming emails and matches them with the most appropriate response templates—reflecting your tone and your firm’s workflow.
  
  
• Contextual Intelligence: Zocks analyzes your financial planning data, CRM records, and meeting notes to generate fully personalized, compliant draft replies tailored to each client’s unique needs and history.
  
  
• Seamless Integration: Review, edit, and send AI-generated drafts directly from Outlook to keep your workflow uninterrupted.

Key features:

• Know your client before every interaction: View full meeting history, CRM-stored notes, and past communication with a single click.

• Categorize emails automatically and apply the most appropriate reply template and AI Assistant instructions based on your firm’s internal policies and workflows.

• Tasks and action items are detected automatically—manage and export to your CRM of choice with a single click.
  
  
• Updates to your client’s profile—such as new life events or changes in financial or family details—are automatically detected and synced across your entire wealth stack.
  
  
• Use the AI Assistant to quickly gather information from multiple systems and answer your specific questions.
  
  
• Meeting Preparation is available right from the Calendar. Personal ice breakers, Household summary, Financial Summary and Goals, Proposed Agenda, Past Meeting Summary and Tasks are all collected in one place.

Requirements

An existing Zocks account is necessary to configure the setup. No further integration is required to use the platform but email replies and export options become much smarter if you connect your CRM and Financial Planning tools to your Zocks account.