AI platform for monetary companies Zocks has launched its Zocks Shopper Queries answer.
Zocks Shopper Queries allows monetary advisors to uncover potential progress alternatives and reply to unmet consumer 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 companies Zocks unveiled its Zocks Shopper Queries answer this week. The brand new providing is an agentic AI product that allows monetary advisors and enterprises to uncover natural progress alternatives and unmet consumer wants in seconds, utilizing plain language. Advisors can use Shopper Queries to ask questions akin to “which purchasers have a 401(ok) with a earlier employer that we may consolidate” or “which purchasers have a evaluation due this quarter with over $500,000 in held-away property,” and Shopper Queries will ship an inventory of purchasers who match these parameters. The answer then presents advisors with a set of automated subsequent steps, together with sending a personalised e mail, creating alternatives in a CRM system, or scheduling a gathering.
Zocks Shopper Queries additionally helps advisors handle potential service gaps. Advisors, for instance, can inquire, “which purchasers have a big age milestone within the subsequent 90 days, and we haven’t spoken with them previously 12 months?” or “which purchasers talked about a serious life change however haven’t up to date their property plan?” permitting advisors to ship proactive service to all purchasers no matter account measurement.
“Each advisor-client relationship and dialog incorporates 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 stated. “With Shopper Queries, corporations can question throughout private and monetary info to operationalize these indicators for each advisor, and ship on the size 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 price.”
Zocks leverages AI-powered intelligence to constantly construct and preserve a complete profile for all purchasers, drawing from CRM data, monetary plans, tax, portfolio, property, and insurance coverage knowledge, in addition to conversations, conferences, emails, and paperwork shared with advisors. Zocks Shopper 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 larger personalization in comparison with conventional lead era and prospecting methods.
“For our advisors, Shopper Queries removes the friction between having an concept to interact purchasers and shortly performing on it,” RFG Advisor VP of Know-how and Operations Jordan Hutchison stated. “For the enterprise, it offers us a method to operationalize progress 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’ expertise transforms consumer conversations into structured insights that bolster relationships and assist enterprise progress.
Zocks’ AI assistant saves advisors greater than 10 hours per week, enabling them to construct plans and onboard purchasers sooner, uncover new progress alternatives, anticipate consumer wants, and scale their enterprise. Zocks counts greater than 5,000 corporations as its prospects, 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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