Zocks, an AI platform designed for converting client conversations into actionable data, has announced a new integration with PreciseFP, Docupace’s client engagement and data-gathering software, aiming to automate client workflows and expedite the transition from conversation to financial advice.The partnership addresses long-standing friction points for financial advisors related to client onboarding and data collection. The bi-directional integration allows Zocks users to sync conversational data directly into PreciseFP’s digital fact-finding and account-opening forms. This process is intended to eliminate manual data entry and automate the client journey from initial contact through onboarding and ongoing engagement.Mark Gilbert, CEO of Zocks, commented on the integration: “Client onboarding and data gathering have always been friction points for advisors. As firms look to further streamline processes and eliminate manual data entry, our integration with PreciseFP accelerates key client workflows. It’s yet another step in how Zocks is automating the way advisors work beyond note taking.”The structured data transferred from Zocks flows seamlessly into leading CRM systems, financial planning tools, and custodian platforms via PreciseFP’s existing integrations, ensuring data continuity across various platforms within an advisor’s tech stack. Richard Thoeny, EVP of Product Strategy for PreciseFP, stated, “We’re excited to partner with Zocks to bring greater speed and efficiency to client onboarding and engagement workflows. This integration reduces the operational burden and time delays, so firms can stay focused on what drives value: planning, relationships, and growth.”Dan Garrett, co-founder of Advisor Digital and director of strategy & technology at SRG Financial Advisors, highlighted the practical benefits: “Detailed and accurate data is the bedrock of financial planning and advice. Zocks and PreciseFP have been essential tools for our advisors, enabling them to efficiently gather information and automate our process. Now, with this integration, we’re able to realize our vision of ‘input once and use everywhere.’ Turning conversations into data dramatically increases our operational velocity and elevates the client experience. The direct result will be faster onboarding and plan adjustments, and ultimately, a more dynamic and responsive financial journey for our clients.”Zocks, an AI assistant for financial advisors, focuses on automating meeting notes, intake forms, and client communications, with the goal of saving advisors approximately 10 hours per week. The platform converts client conversations into structured, actionable intelligence. PreciseFP, acquired by Docupace in September 2021, is part of Docupace’s mission to provide an end-to-end wealth technology ecosystem. Docupace is a software solutions provider specializing in digitizing and automating operations within the financial advice and investment industry, utilizing its cloud-based platform to reduce back-office expenses, enhance efficiency, and improve advisor and investor experiences.A webinar detailing the integration is scheduled for Thursday, July 17, 2025, at 2:00 pm EDT.