6 Zocks Features You're Paying For and Not Using

Why This Matters

You were one of the first advisors in your office to adopt Zocks, and it has been a game-changer for meeting transcription. But Zocks has shipped a massive amount of new functionality over the past year — and because you got comfortable with your existing workflow, most of it slipped by without you noticing.

The six features below were all shipped in 2025. Some may require a higher Zocks tier than what you’re currently on — check your plan under Settings → Plan in Zocks if you’re not sure. Either way, it’s worth knowing what’s available. Several of them directly eliminate manual steps you’re doing right now — like copying notes into ChatGPT to draft emails, or manually entering meeting details into Salesforce.

1. eMoney Integration

Shipped: Mid-2025  |  Impact: High

Zocks now has a two-way integration with eMoney Advisor. When you complete a client meeting, Zocks can automatically push captured facts — income changes, new dependents, retirement timeline updates, insurance needs — directly into the corresponding eMoney client profile.

This means no more manually re-entering data from your meeting notes into eMoney's Facts section. The integration maps Zocks' structured data fields to eMoney's client record format, and you get a review screen before anything syncs. You approve each change, so nothing hits the client profile without your sign-off.

On the return path, Zocks can pull existing eMoney data to pre-populate meeting prep screens, so you walk into every meeting with the client's current financial snapshot already loaded.

Setup time: About 20 minutes. You need to connect your eMoney credentials in Zocks' Settings → Integrations panel and map your client identifiers. If you use the same email address in both systems, Zocks auto-matches most clients.

2. Email Hub

Shipped: Mid-2025  |  Impact: High

This is the feature that may let you stop copying Zocks transcripts into ChatGPT for email drafting. Email Hub generates contextual email drafts directly from your meeting notes, combined with CRM data it already has.

After each meeting, Zocks generates suggested follow-up emails based on the discussion. These are not generic templates — they reference specific topics, action items, and commitments from the conversation. You can edit, approve, or discard each draft before sending.

Email Hub also tracks which follow-ups have been sent and which are still pending, giving you a simple dashboard of post-meeting communications. For someone who handles 5-8 client meetings per week, this can save 30-45 minutes of email drafting time.

Setup time: About 10 minutes. Enable Email Hub in Settings → Features, then connect your email account (it supports Outlook and Gmail). Note: if your New York Life Outlook is locked down by corporate IT, you may need to use a personal email account for the integration and BCC your compliance address.

3. Client Signals

Shipped: December 2025  |  Impact: Medium-High

Client Signals is Zocks' new AI layer that automatically identifies life events and planning triggers from your meeting conversations. When a client mentions a new grandchild, a job change, a home purchase, or an upcoming retirement date, Zocks flags it as a "signal" and can trigger a workflow.

Signals appear in a dedicated dashboard where you can review them, dismiss false positives, and convert real signals into action items. You can configure Zocks to automatically create follow-up tasks, update CRM fields, or notify you via email when specific types of signals are detected.

For first-responder clients, this is especially useful for catching retirement eligibility milestones ("I hit 20 years next month"), duty-related disability mentions, and beneficiary-change triggers ("we finalized the divorce last week").

Setup time: About 10 minutes. Go to Settings → Client Signals to review the default signal categories. You can customize which types of signals generate alerts and which create automatic tasks.

4. Customizable CRM Mapping

Shipped: December 2025  |  Impact: Medium

Earlier versions of the Zocks-Salesforce integration had fixed field mappings — Zocks decided which of its data fields mapped to which Salesforce fields, and if your Salesforce instance used different field names (as New York Life's proprietary instance does), you were out of luck.

The new self-service mapping tool lets you configure exactly which Zocks fields map to which Salesforce fields. You do this through a visual drag-and-drop interface — no coding required. This means you can finally get Zocks meeting data flowing into the right fields in New York Life's Salesforce without manual data entry.

You can also create conditional mappings: for example, if a meeting is tagged as "Annual Review," map certain fields one way; if it is tagged as "New Client Intake," map them differently. This keeps your Salesforce records clean and consistent.

Setup time: About 15 minutes for basic mapping. Plan an additional 30 minutes if you want to set up conditional rules for different meeting types.

5. New Meeting Types

Shipped: December 2025  |  Impact: Medium

Zocks used to treat every meeting the same way, applying one generic template for transcription and note structure. Now it offers seven default meeting types, each with its own AI template optimized for that type of conversation:

• Annual Review — Focuses on portfolio changes, life updates, goal progress
• New Client Intake — Captures demographics, goals, risk tolerance, existing accounts
• Financial Plan Presentation — Tracks client reactions, questions, plan modifications
• Insurance Review — Coverage gaps, beneficiary updates, policy changes
• Claims / Service — Issue details, resolution steps, follow-up commitments
• Prospecting / Introduction — Referral source, initial needs, next steps
• Team / Internal — Internal discussions, case prep, training notes

When you select the right meeting type before starting a recording, Zocks' AI knows what to listen for and how to structure the output. An Annual Review generates different sections than a New Client Intake. The result is cleaner, more useful notes with less post-meeting editing.

Setup time: 5 minutes. Before your next meeting, tap the meeting type selector at the top of the recording screen and choose the appropriate type. That is it.

6. Admin Assistant Seats

Shipped: Mid-2025  |  Impact: Medium

Zocks now supports assistant-level user seats at a reduced cost. This means Heather can have her own Zocks login with access to the meeting notes, follow-up tasks, and email drafts she needs — without seeing sensitive planning data or client financials that are advisor-only.

Assistant seats have configurable permissions: you control whether Heather can view all meetings or only ones assigned to her, whether she can edit notes or only read them, and whether she can send follow-up emails on your behalf.

For your practice, this means Heather can handle post-meeting follow-ups (scheduling, document requests, confirmation emails) directly from Zocks without you being the bottleneck. When your part-time assistant returns, they can get their own seat too.

Setup time: About 10 minutes. Go to Settings → Team to add an assistant seat. You will need Heather's email address and about 5 minutes to configure her permission level.

Where to Start

Do not try to set up all six at once. Here is the recommended order based on effort versus impact: