Enabling the Zocks Integration

Overview

Zocks Client AI is a privacy-first platform built specifically for financial services. Zocks assists with client meeting prep, takes notes during virtual, phone and in-person meetings, automates follow-ups, fills out forms and drafts personalized emails, all without recording conversations. Zocks builds client profiles and intelligence across meetings and households to level up your firm’s knowledge and enhance the client experience.

Zocks integrates seamlessly with Practifi, enabling advisors to automate meeting preparation and meeting documentation, sync client notes and tasks and update client records easily. The integration eliminates manual data entry, enhances client engagement with AI-driven insights and keeps your Practifi organization effortlessly up to date.

Please note: Practifi does not manage this integration. If you have configuration issues, please reach out to Zocks Support. 

Resources

If you're interested in learning more about Zocks, you can book a demo.

For instructions on enabling the Zocks integration in your Practifi organization, see this Zocks knowledge base article.

For help with enablement, see the Zocks Help Center or contact [e-mail].