Advisors can build or update financial plans in seconds with AI automation
Zocks, the privacy-first AI assistant for financial services, and Conquest Planning, a technology platform modernizing financial planning with personalized advice across the wealth spectrum, announced a two-way integration that lets advisors automatically create or update financial plans within seconds of capturing client information from meetings and documents.
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The integration launches in both Canada and the United States. This currently marks Conquest’s first integration with an AI assistant and further expands Zocks’ footprint in the Canadian wealth management market.
The integration connects Zocks’ structured data and conversation intelligence agents with Conquest’s real-time financial engine, Strategic Advice Manager (SAM), an AI expert system surfacing personalized advice strategies. Advisors can capture client information — like family, income, assets, expenses, insurance, beneficiaries, goals and timelines, and more — from meetings, emails, and documents through Zocks, and sync it directly into Conquest to create new plans or update existing ones. Work that previously required hours of manual data entry can now happen in seconds.
Zocks and Conquest both recently launched Model Context Protocol (MCP) connections to Anthropic’s Claude and OpenAI’s ChatGPT, which enables AI systems to sync data sources and tools. With the Zocks and Conquest integration, two AI-native, financial services-specific systems can now work together to modernize the client experience, with plans to integrate their respective MCP Servers for bi-directional, real-time interaction.
With Zocks capturing detailed client information and instantly syncing with Conquest’s SAM, the end-to-end workflow helps firms keep pace with rising client expectations without adding administrative burden. Advisors can easily progress from conversations to building proposals and detailed plans immediately after a discovery meeting, and update plans for current clients quickly after a conversation.
Advisors can also pull up-to-date planning data from Conquest into Zocks to prepare for client meetings, draft personalized emails, ask questions in real time, and more.
“Historically, building proposals and financial plans took days or weeks after a client meeting because advisors had to review notes, gather documents, and perform data entry in multiple systems,” said Mark Gilbert, CEO of Zocks. “With this partnership, advisors can move directly from client conversation to a complete financial plan much faster, and ultimately grow their business faster with more responsive service. We are especially excited to bring this to more firms across Canada and help advisors deliver more personalized guidance for their clients.”
“Clients’ financial lives do not stand still, and their advice should not either,” said Brad Joudrie, CEO, Conquest Planning. “Advisors need planning tools that reflect what is happening in real time so they can deliver recommendations that stay relevant as clients’ goals and priorities evolve. With the Conquest and Zocks AI integration, client conversations can flow directly into the planning process without adding manual work between the meeting and the plan.”
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