Zocks has launched a new AI-powered capability called Document Intelligence, designed to automate the processing of client financial documents for advisors. Integrated with eMoney Advisor's financial planning software, the feature automatically extracts data from statements, policies, and estate plans and populates the corresponding fields in eMoney, aiming to cut hours of manual data entry down to minutes.
Zocks launches Document Intelligence, an AI feature that automates financial document processing.
The feature is integrated with eMoney Advisor to sync extracted data directly into financial plans.
It addresses the bottleneck of manual data entry from account statements, insurance policies, etc.
Advisors can create custom templates to standardize how document data is mapped to eMoney fields.
The tool includes safeguards like alerts for data mismatches to ensure accuracy and compliance.
It builds on an existing two-way integration between Zocks and eMoney launched in June.
Document Intelligence targets one of the most time-consuming tasks in financial planning: manually reviewing documents and entering data. Advisors typically spend hours extracting information from various client documents to build or update financial plans. Zocks' AI reads, summarizes, and structures this data, then syncs it to the appropriate fields within eMoney, a process that can now be completed in minutes instead of hours.
A key component of the new capability is Zocks' templating framework, which allows firms to create custom document summary templates. These templates define how data from specific document types (e.g., a brokerage statement) is mapped to fields in eMoney. When a document is uploaded, Zocks detects its type, applies the relevant template, and generates a summary in under 60 seconds. Firms maintain full control over what data is synced, helping to ensure accuracy and compliance.
This launch builds upon an existing two-way integration between Zocks and eMoney that was introduced in June. That integration already allowed data from client conversations captured in Zocks to populate eMoney and enabled advisors to use eMoney plan data when communicating with clients. Document Intelligence extends this workflow automation into the document-heavy intake and onboarding process. “We’re now embedding AI efficiencies more deeply into their operational infrastructure,” said Mark Gilbert, CEO of Zocks.
The promised benefits for advisors are significant: accelerated client onboarding, elimination of manual work, consistency across teams, and the ability to serve more clients by reclaiming administrative time. “By deepening our integration with eMoney, we’re helping advisors win more new clients and deliver financial plans, advice, and results faster than before,” said Drew DiMarino, Chief Revenue Officer at Zocks.
By connecting AI-driven document processing directly to core planning software, Zocks is addressing a fundamental operational pain point, aiming to enhance both advisor productivity and the client experience in the wealth management industry.
About Zocks
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Osaic, Kestra Financial, and Ameritas, that rely on Zocks.
About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 138,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 7 million households throughout the U.S.
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