Your Zocks AI Assistant is designed to continuously gather and surface the most important financial information about your clients, ensuring you always have the full context at your fingertips. This two-way data flow not only lets you capture new notes, tasks, and profile updates from meetings, phone calls and email exchanges, but also ensures that this structured data is instantly accessible whether you're preparing for a meeting, in a live session, writing a follow-up, or responding to a client inquiry.
With Zocks’ native integrations for Outlook and Zoom, all of this client information is built directly into your existing workspace so you can stay focused without switching tabs or navigating away from what matters.
Note: The terms add-in, plugin, and app are used interchangeably throughout this content and they all refer to the same extension.
What are the requirements?
An existing Zocks account is necessary to configure the setup. The Outlook plugin was designed to provide access to the AI intelligence features in all Zocks subscription tiers but certain features might be exclusive to higher subscription tiers. If you would like to upgrade, please get in touch with your account Owner or Administrator or reach out directly to our sales team at [email protected].
No further integration is required to use the platform but email replies and export options become much smarter if you connect your CRM and Financial Planning tools to your Zocks account.
How do I install the Zocks AI Outlook plugin?
The easiest way to install the plugin is by opening your Outlook mail, navigating to the Apps section and clicking the "Get add-ins" button. You can search for Zocks AI and add it to the list of apps available in your Outlook.
Once the app is added, you can access it from your Apps menu. At the first open, you will be asked to authenticate and log into your Zocks account.
How do I use the plugin?
The Outlook plugin is designed to maximize your time savings by automatically collecting relevant information from your meeting history, contact details in Zocks, connected CRM systems, and your Financial Planning or Portfolio Management tools.
To do this effectively, Zocks identifies clients by their email addresses. If the sender’s address isn’t listed in your Zocks Contacts, the plugin will not process their details.
Important: User Roles are respected. Please ensure that colleagues are not incorrectly assigned as Clients in Zocks.
The plugin surfaces rich client intelligence in two key areas:
Beside your emails
In your Outlook Calendar
To access Zocks, simply click Apps → Zocks when viewing an email, or open a calendar event and select Zocks AI Assistant from the ribbon menu.
What features can I use in Outlook?
Instead of generic, topic-based replies, Zocks generates data-backed draft responses by pulling insights from meeting history, contact records, CRM data, and Financial Planning tools—delivering the full client context right within Outlook, so you never have to switch tabs or navigate multiple systems.
Smart Email Categorization: Zocks’ Email Assistant automatically classifies incoming emails and matches them with the most appropriate response templates—reflecting your tone and your firm’s workflow.
Contextual Intelligence: Zocks analyzes your financial planning data, CRM records, and meeting notes to generate fully personalized, compliant draft replies tailored to each client’s unique needs and history.
Seamless Integration: Review, edit, and send AI-generated drafts directly from Outlook to keep your workflow uninterrupted.
Key features:
Client information and Consent status instantly surfaced
Smart email categorization and AI-based replies using your own custom templates
Tasks and action items are detected automatically, manage and export to your CRM of choice with a single click.
Client profile updates automatically detected: such as new life events or changes in financial or family details and synced across your entire wealth stack.
Ask Anything AI assistant replies to all client related questions
Templateable Meeting Preparation document with every necessary information collected in one place.
Use the AI Assistant to quickly gather information from multiple systems and answer your specific questions.
Meeting Preparation is available right from the Calendar. Personal ice breakers, Household summary, Financial Summary and Goals, Proposed Agenda, Past Meeting Summary and Tasks are all collected in one place.
Note: smart email categorization and email response generation is only available as part of the Zocks Email Hub. If you don't have access to this feature in your subscription tier, please get in touch with your account Owner or Administrator or reach out directly to our sales team at [email protected].
How to troubleshoot the Outlook plugin?
If you can't install the plugin, it is most likely that your firm has an admin policy that restricts installable add-ins. Please get in touch with your Microsoft administrator to allow adding the Zocks plugin.
If client info or email replies are not showing up, please check your Contact list within Zocks and ensure that the email address in question is assigned to a Contact.
What are the supported Microsoft Office versions?
Products supported:
Outlook 2016 or later on Windows
Outlook 2016 or later on Mac
Outlook 2019 or later on Windows
Outlook 2019 or later on Mac
Outlook on the web
Outlook on Mac (Microsoft 365)
Outlook on Windows (Microsoft 365)
If your particular version is not on this list, please reach out to us.