AI platform for monetary providers Zocks has launched its Zocks Consumer Queries answer.
Zocks Consumer Queries allows monetary advisors to uncover potential development alternatives and reply to unmet shopper wants by querying knowledge utilizing plain language.
Based in 2022 and headquartered in San Francisco, California, Zocks made its Finovate debut at FinovateSpring 2026. Mark Gilbert is Co-Founder and CEO.
AI platform for monetary providers Zocks unveiled its Zocks Consumer Queries answer this week. The brand new providing is an agentic AI product that permits monetary advisors and enterprises to uncover natural development alternatives and unmet shopper wants in seconds, utilizing plain language. Advisors can use Consumer Queries to ask questions reminiscent of “which shoppers have a 401(okay) with a earlier employer that we may consolidate” or “which shoppers have a overview due this quarter with over $500,000 in held-away property,” and Consumer Queries will ship a listing of shoppers who match these parameters. The answer then presents advisors with a set of automated subsequent steps, together with sending a personalised electronic mail, creating alternatives in a CRM system, or scheduling a gathering.
Zocks Consumer Queries additionally helps advisors deal with potential service gaps. Advisors, for instance, can inquire, “which shoppers have a major age milestone within the subsequent 90 days, and we haven’t spoken with them prior to now 12 months?” or “which shoppers talked about a significant life change however haven’t up to date their property plan?” permitting advisors to ship proactive service to all shoppers no matter account dimension.
“Each advisor-client relationship and dialog comprises indicators that time to the subsequent alternative, whether or not that’s a life change, a servicing want, or a held-away asset,” Zocks CEO Mark Gilbert mentioned. “With Consumer Queries, companies can question throughout private and monetary data to operationalize these indicators for each advisor, and ship on the dimensions and consistency that handbook processes can’t. What as soon as required hours of analysis can now occur in minutes, at a fraction of the fee.”
Zocks leverages AI-powered intelligence to repeatedly construct and preserve a complete profile for all shoppers, drawing from CRM information, monetary plans, tax, portfolio, property, and insurance coverage knowledge, in addition to conversations, conferences, emails, and paperwork shared with advisors. Zocks Consumer Queries analyzes these profiles in actual time to ship actionable lists and automatic workflows in seconds. This provides advisors the chance for deeper insights and better personalization in comparison with conventional lead era and prospecting methods.
“For our advisors, Consumer Queries removes the friction between having an thought to have interaction shoppers and shortly appearing on it,” RFG Advisor VP of Know-how and Operations Jordan Hutchison mentioned. “For the enterprise, it provides us a solution to operationalize development throughout each advisor’s e-book concurrently.”
Based in 2022 and headquartered in San Francisco, California, Zocks made its Finovate debut at FinovateSpring 2026. On the convention, the corporate demonstrated how its AI assistant for monetary advisors automates administrative duties together with assembly prep, account opening, doc processing, and extra. Zocks’ know-how transforms shopper conversations into structured insights that bolster relationships and assist enterprise development.
Zocks’ AI assistant saves advisors greater than 10 hours every week, enabling them to construct plans and onboard shoppers quicker, uncover new development alternatives, anticipate shopper wants, and scale their enterprise. Zocks counts greater than 5,000 companies as its clients, together with six of the 9 Barron’s High Mega RIAs and two of the highest three life insurance coverage carriers.
Picture by Shen Pan on Unsplash
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