Client Queries

Client Queries helps you surface growth opportunities like cross-sell, held-away asset conversion, and new services. It can also automate tedious servicing workflows to close servicing gaps and improve client satisfaction. Ask a question in plain language to search across your entire book of business and every connected system, and get accurate, current results.

How do Client Queries work?

When you ask a question, Zocks breaks it into search criteria organized in a logical formula that it can apply across your data sources. Zocks handles this step for you. If you want to fine-tune it first, select Refine question before Zocks starts working through your clients.

Zocks searches your Client Profiles first to surface fitting clients quickly. You can choose to search only the contacts you own in Zocks, or every client you can see. You can also choose which data sources to include. For a single query you can add up to 2 extra data sources at once, and you can rerun the same query later with different sources.

Client Profiles are kept up to date automatically from your meetings and emails, with email on the Ultimate plan. They're built to give the best Client Queries results. If you're new to Zocks, or you want to include records stored mainly outside Zocks, the second step always queries your integrated systems to confirm anything your Client Profiles couldn't answer.

This starts with field-level structured data like portfolio values and beneficiary names. You can go further and process unstructured data, such as CRM and meeting notes, archived email threads, or document summaries. This is how Zocks surfaces a detail that was only a passing comment or is buried in a 60-page contract. This deeper search takes a little longer to run.

How do you select roles and data sources?

You control the scope of each query and who can see its results:

Client ownership: search only the contacts you are an owner of in Zocks, or every client you can see
Data sources: choose which connected systems to include. For a single query you can add up to 2 extra data sources at once, then rerun the same query later with different sources
Team roles: set which roles on your team can access the Client Queries feature. Admins and Owners can define access under Setup > Settings > Account > Client Queries access

Admins and Owners can see every query started under the account. For all other roles, only their own questions are visible.

Use these together to keep results scoped to the right clients, systems, and people.

How are matches categorized?

Zocks breaks your book into three categories:

Full Matches: the client is a good fit for every criterion in your question, so they're an ideal fit for your next step. Select the client in the list to see the relevant contact details.
Potential: the client matches part of your question, but Zocks can't confirm every aspect with full certainty. For example, you know the client had some crypto investments, but the current value, or whether they still hold it, is unclear.
No Matches: clients confirmed not to be a fit.

How to process clients matching your workflow?

Client Queries makes each client segment easy to act on. The available actions keep expanding and depend on the systems you've connected.

With a supported CRM, you can:

Add a tag
Add a note
Create a task
Trigger a CRM workflow (coming soon!)

Email outreach:

Send a personalized email based on full client history and system data (Ultimate)
Trigger mass outreach or a drip campaign

Scheduling (coming soon!):

Schedule meetings in bulk for everyone who matches
Schedule one by one for your most important clients

Zapier (Ultimate):

Trigger marketing automation
Create a custom Zap event
Send the full list to downstream systems

Export:

Download the list as a CSV file

You’ll also see actions specific to your connected tools, such as financial planning or client onboarding platforms. If there’s a recurring action in your workflow that you don’t currently see in Zocks, please reach out so our team can help you deploy it in your account.

What types of questions should you ask?

Client Queries works best for building a filtered client list that's ready for a next step or outreach. Questions that start with "Who are my clients...", "Which of my contacts...", or "Provide a list of..." are usually a good start. Use the built-in example questions where you can, since their criteria and data usage are already optimized for accurate results.

For the best results, keep your questions specific. Instead of vague words like "recently" or "lately", set a precise time frame such as "the last 90 days". It also helps to narrow the group with details like marital status, employment, or dependents.

For example:

Which clients have more than $350,000 in held-away assets and no review meeting in the past 6 months?
Which clients have more than $500,000 in assets under management or $1.5 million in net worth, and more than 10% of their portfolio in cash or money market positions?
Which clients own a business, or hold more than 50% of one, but have no documented succession plan?
Which clients are within 2 years of Required Minimum Distribution (RMD) age, hold retirement accounts, and show high drift from their target allocation?
Which clients are self-employed, over 35, and don't appear to have a SEP IRA or Solo 401(k)?

This interface will keep expanding to support other outputs, such as custom charts, multi-step client drilldowns, and grouping clients into predefined categories.

How do you schedule recurring queries?

You can set a query to run on a schedule, so results are ready when you need them. This keeps a segmented list current and supports a steady cadence across your servicing calendar, without rerunning the query by hand.

Run a query and review its results before you make it recurring. This confirms it returns the clients you want before it runs automatically. Once you're happy with the results, set the query to run on a schedule and choose how often. Zocks pre-runs it, so a current list is ready when you need it. This ensures you can align recurring workflows with your practice cadence.

How does querying with MCP and Client Queries differ?

Client Queries is built on a proprietary stack designed for speed, accuracy, and cost. This makes it fundamentally different from MCP, both in its data and its architecture.

Client Profiles pre-structure your client information to pull out details that would otherwise need you to process several full meeting transcripts through MCP. Client Queries also filters out clients who aren't in your target group, so you only review the segment most likely to match. With MCP, you'd process large contexts for everyone in your book each time, which uses far more of your token limit.

How do I decide which feature to use?

Zocks gives you three ways to work with client data. Pick the one that matches your goal.

Tool	What it is	Best for	When not to use
Ask Anything	A conversational assistant scoped to one client, household, or meeting.	Deep questions within a single relationship, using your full wealth stack. Quick answers grounded in one client's history.	Book-wide searches, list-building, recurring queries, or client-facing materials.
MCP	Direct access to specialized agents and tools, including the web, for custom work.	Client-facing materials like review decks and proposals. Custom workflows and research that needs fresh web data.	Book-wide list-building, scheduled runs, or questions about a single client.
Client Queries	Criteria-based searches across your whole book and connected systems.	Building and maintaining client lists by complex criteria. Scheduled, multi-system searches and integrated workflows.	Deep conversational work on one client, or one-off content you won't repeat.