Zocks and eMoney Launch Bi-Directional Integration for Advisors
Zocks, a privacy-first AI platform focused on transforming client interactions into structured, actionable data, has announced a first-of-its-kind bi-directional integration with eMoney Advisor. This partnership eliminates one of the biggest pain points in financial planning: manual data entry.
The integration streamlines workflows for financial advisors by syncing insights from conversations, emails, and CRM data directly into eMoney’s financial planning software—and back again.
1. The Problem: Planning Delays Due to Manual Data Handling
Financial advisors often face delays and friction due to:
- Time-consuming data gathering and manual note entry
- Disjointed systems between CRM, email, and planning software
- Limited real-time collaboration tools across platforms
Mark Gilbert, CEO of Zocks, states:
“Reducing that effort, automating data entry, and accelerating ‘time to advice’ is critical in keeping momentum with clients.”
2. The Integration: AI-Powered, Bi-Directional Data Sync
Zocks’ integration with eMoney enables:
- Automatic structuring of conversation, email, and CRM data
- Population of eMoney ‘Facts’ fields without manual input
- AI agents in Zocks to utilize eMoney plan data for improved meeting prep and email responses
This two-way sync ensures advisors spend less time typing and more time advising.
Luke White, Product Manager at eMoney, adds:
“By reducing time spent on data entry, advisors can spend more time focusing on building meaningful client relationships.”
3. Advisor-Centric Workflow Improvements
With this integration, financial advisors can now:
- Avoid redundant manual entry across platforms
- Automate real-time updates to financial plans
- Enable smarter, AI-assisted meeting prep and client follow-ups
- Improve accuracy and consistency of client data
Drew DiMarino, CRO of Zocks and former eMoney exec, explains:
“We’re giving advisors more time to engage meaningfully with clients, whether that’s uncovering new needs or preparing for complex reviews.”
4. Availability and Webinar Information
The integration is live now and available to all joint clients of Zocks and eMoney.
To demonstrate the impact, Zocks will host a live webinar:
- Title: How Advisors Are Automating Planning in Real Time
- Date: Wednesday, June 18, 2025
- Time: 3 PM ET
- Register at: zocks.io/financial-planning/emoney
With this strategic integration, Zocks and eMoney are pushing advisor technology into the next phase—where AI eliminates friction, enhances client insight, and empowers advisors to deliver faster, smarter, and more personalized planning. The partnership reinforces the shared mission of both companies: to help advisors talk about money more meaningfully and efficiently.
