Zocks automatically identifies and captures key life and business events discussed in client conversations, enabling you to create opportunities and trigger workflows without manual effort.
Important client updates—such as life changes, business milestones, or meaningful status updates often surface naturally during meetings. These moments can drive timely planning, outreach, and next steps, but tracking them across multiple systems is traditionally time-consuming and easy to miss.
With Zocks’ conversational intelligence, these events are detected and captured automatically as meetings take place. This eliminates the need for manual tagging or follow-up reminders, ensuring that critical updates are consistently recorded and can be used to trigger workflows and downstream actions across your practice.
How do I enable detecting Client Signals?
For your Meetings, the Client Signals are generated by the Zocks Presets you added to your Meeting Type. Please make sure to have the Meeting Type and Presets configured according to your workflow.
You can lear more about this on the link below:
How do I use Client Signals?
Client Signals are designed to trigger downstream workflows. For example, a Sale of Property signal can notify relevant specialist colleagues, update the client’s financial plan, initiate reinvestment or tax-planning workflows, and prompt timely client follow-ups.
These Signals are designed to drive automated workflows through integrations such as Zapier or connected CRM systems.
What type of Client Signals are available?
Lead Management
Referrals: Automate lead capture and referral follow-up by seamlessly capturing key referral details such as contact information, timing, and referrer. Instantly push this data to your connected systems or use it to trigger intelligent automation workflows.
Life & Business Events
Marital Change: Events such as Marriage, Divorce, or Widowhood significantly affect a client’s household and serve as an important opportunity to reassess their financial plan.
Change in Family: The birth of a child is one of the most meaningful moments in a parent’s life. It also represents an important planning milestone creating opportunities to proactively discuss education savings, long-term goals, insurance needs, and future financial priorities.
Property Ownership Change: Buying or selling property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client’s financial plan.
Career Change: A job change, whether a promotion or a move to a new company, can significantly affect income, benefits, and long-term goals, making it an ideal moment to revisit and adjust the client’s financial plan.
Retirement & Life Transitions: Pension or 401k, retirement income, employer at retirement and all related details are captured.
Inheritance & Wealth Change: An inheritance or sudden change in wealth can materially impact a client’s financial picture, creating the need to reassess goals, tax considerations, and long-term planning.
Business Change: Starting a new business or experiencing a major expansion affects income and risk, while also creating important planning opportunities around succession and exit strategy.
Health Updates: Changes in health can influence expenses and long-term planning, signaling the need for timely financial adjustments.
Education Change: Starting college is a major milestone that impacts cash flow and savings, creating an opportunity to review education funding and broader financial priorities.
Decisions
Decision Made: Capture clear decisions reached during client conversations, including a concise description of the decision, who is responsible for acting (clients and/or advisors), ensuring alignment, accountability, and accurate follow-through.