Zocks and eMoney Introduce AI-Driven Integration to Streamline Financial Planning and Automate Data Entry

Zocks and eMoney Advisor (eMoney) have launched an AI-powered integration designed to eliminate manual data entry and maintenance in financial planning. This move aims to streamline the planning process, allowing financial advisors to focus more on client relationships and less on administrative tasks. Based in San Francisco, Zocks is an advanced, privacy-first AI platform that transforms client conversations into actionable data and insights. The new integration with eMoney, one of the leading providers of financial planning technology solutions, marks a significant advancement. It is the first AI-powered, bi-directional integration between a client intelligence platform and eMoney's financial planning solutions, aimed at enhancing the efficiency and effectiveness of financial advisors. "Manual data entry and reconciliation can often delay the planning process," said Mark Gilbert, CEO of Zocks. "Our integration with eMoney automates these tasks, significantly reducing the time advisors spend on administrative work and increasing the time they can dedicate to providing valuable financial advice." Zocks automatically generates and updates structured data from conversations, emails, and customer relationship management (CRM) records. With this integration, Zocks can seamlessly populate and update the 'Facts' section in eMoney, eliminating the need for manual input. Conversely, eMoney can feed relevant facts and plan data back into Zocks, enabling its AI agents to assist with smarter meeting preparations and email responses. "We're thrilled to partner with Zocks on this integration," said Luke White, Manager of Group Product Management at eMoney. "By automating data entry, we are helping advisors streamline their workflows and focus more on building meaningful client relationships and delivering high-quality financial plans." The integration is now available to joint clients of eMoney and Zocks. This development aligns with Zocks' mission to enhance overall advisor workflows by integrating AI-driven insights with the tools they use daily. Drew DiMarino, Chief Revenue Officer at Zocks, who previously held sales leadership positions at eMoney, emphasized the practical benefits of this collaboration. "I have seen firsthand how manual data entry can slow down the financial planning process," he said. "This integration addresses those issues head-on. By syncing structured data both ways, we reduce the administrative burden and allow advisors more time to engage deeply with their clients, identify new planning opportunities, prepare for complex reviews, and stay proactive about important life events." To provide further insight into this integration and its benefits, Zocks will be hosting a webinar titled "How Advisors Are Automating Planning in Real Time" on Wednesday, June 18, 2025, at 3 PM ET. Interested participants can find more details and register on the Zocks website. For additional information about Zocks and the integration with eMoney, visit zocks.io/financial-planning/emoney. About Zocks Zocks is an AI assistant for financial advisors that saves them approximately 10 hours a week by automating meeting notes, intake forms, client emails, and more. Its enterprise-ready platform converts client interactions into structured, actionable intelligence, benefiting firms of all sizes. To learn more and start a free trial, visit zocks.io. About eMoney Advisor, LLC eMoney Advisor, LLC, commonly known as eMoney, offers technology solutions and services that facilitate discussions about money. Focused on holistic financial planning, eMoney's solutions strengthen client relationships, streamline business operations, and drive overall growth. Over 109,000 financial professionals use the eMoney platform to serve more than 6 million households across the United States. For more information, visit emoneyadvisor.com. This integration represents a significant step forward in making financial planning more efficient and effective, ultimately benefiting both advisors and their clients.