You can connect your Wealth.com account to Zocks to access estate planning status and client data to enhance your Meeting Prep, during Live Meetings, when using Zocks' Ask Anything, and automating email responses.
With this integration, you can:
Connect your Zocks and Wealth.com accounts
Sync contacts between Wealth.com to Zocks
Prepare for client meetings using estate planning status and document data from Wealth.com
Get instant insights from Wealth.com when using Zocks' Ask Anything AI Assistant
Generate email replies based on Wealth.com estate planning data
Fill Zocks Forms utilizing estate planning information from Wealth.com
Coming in a later stage: Create new client records in Wealth.com from Zocks, update client personal data in Wealth.com with insights from your meetings, and push meeting notes to Wealth.com.
How do I link my accounts?
Log in to your Zocks account and navigate to Integrations
Scroll down to the Estate Planning integration section and click Connect next to Wealth.com.
Follow the on-screen instructions and authenticate with your Wealth.com account.
Once connected, you'll see Wealth.com listed as 'Connected' on the Integrations page.
How do I link my Wealth.com contacts to my Zocks contacts?
Contact Synchronization
Enable Contact Synchronization under Your settings
Synchronization matches contacts based on email addresses: only Wealth.com contacts with email addresses will be linked to existing Zocks contacts. If a contact from Wealth.com doesn't already exist in Zocks (matched by email), it will be created as a new contact.
If synchronization is enabled, contacts will sync automatically every 30 minutes.
How do I use Wealth.com data in Meeting Prep?
Your Meeting prep can automatically use and include Wealth.com information if you've added an estate planning section to your template - the system default templates do not include an estate planning section.
Make sure to include an estate planning section in your templates for Wealth.com information to appear.
Sample template section:
Estate Planning
[Provide an overview of the client's estate planning status including completed document workflows, discovery quiz responses and key answers, current documents on file, and primary estate planning documents recommended based on their profile.]
How do I access Wealth.com data with Ask Anything AI?
Available on:
Contact page
Meeting prep
Live meeting
Meeting summary page
You can type your own question in the free text chat, and in just seconds, the Ask Anything AI Assistant will gather information from Wealth.com, past meeting data, and your other connected systems to provide instant answers with relevant estate planning information.
How do I get AI generated email replies that include information pulled from Wealth.com?
Your Zocks AI Assistant helps you respond to clients efficiently by automatically pulling relevant information from your meeting history, connected CRM, Financial Planning, Portfolio Management, Client Profiles and now Wealth.com.
The email reply generation feature is only available on the Ultimate subscription.