Two-way integration automatically connects Orion portfolio management data to advisor-client conversations and communications in Zocks, accelerating ‘time to advice’
Zocks, the privacy-first AI assistant for financial services, and Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, announced their new AI-powered integration that automatically surfaces and updates client portfolio data and insights during key client conversations.
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The Zocks and Orion integration eliminates time-wasting friction points by automatically pulling Orion-powered portfolio data, metrics, and other client intelligence into advisor-client communications in Zocks, such as forms, emails, and meeting preparation. The two-way data sync ensures any changes from these interactions are instantly captured in Orion, keeping client records complete, accurate, and compliant.
For example, as part of a client call or email exchange about market volatility concerns, Zocks will automatically:
- Access a client’s Orion portfolio data
- Identify relevant allocation insights
- Create personalized talking points to address concerns
- Summarize action items from the interaction
- Draft follow-up emails that integrate pertinent details from Orion
- Update client data in Orion with any new information
By using the integration to automate administrative and research work, advisors can move faster from client conversation to actionable planning. Early-career advisors can more quickly convert prospects, while established practices can serve more households.
“The new integration helps advisors and enterprise firms deliver more personalized, data-driven advice faster while also reducing operational complexity,” said Mark Gilbert, CEO of Zocks. “By bringing Orion’s portfolio data into Zocks, we’re making it easier to connect the dots across information sources and draw insights right when advisors are communicating with clients. Advisors now have more time to listen, guide, and deliver advice that builds lasting relationships.”
“This integration with Zocks reflects Orion’s AI-first, data-driven vision, bringing portfolio intelligence into the flow of client conversations,” said Reed Colley, President, Orion Advisor Technology. “By surfacing insights in real time, we’re helping advisors cut through complexity and focus on delivering personalized advice that scales.”
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