Zocks announced a direct integration with eMoney Advisor (eMoney), provider of technology solutions and services that help people talk about money. This marks the first AI-powered, bi-directional integration between a client intelligence platform and eMoney’s financial planning solutions, aimed squarely at eliminating manual data entry and accelerating the planning process for financial advisors. Zocks automatically creates and maintains structured data from conversations, emails and CRM records for contacts. The integration’s bi-directional data sharing enables Zocks to use that information to populate and update ‘Facts’ data in eMoney, eliminating manual data entry. In return, relevant facts and plan data from eMoney can be utilized by Zocks’ AI Agents to support smarter meeting preparation and email responses. Luke White, Manager, Group Product Management, eMoney said “By reducing time spent on data entry, advisors can spend more time focusing on building meaningful client relationships and delivering high-quality financial plans.” Drew DiMarino, Chief Revenue Officer at Zocks said “By syncing structured data into and out of eMoney, we’re removing the burden of manual entry and giving advisors more time to engage meaningfully with clients, whether that’s uncovering new planning needs, preparing for complex reviews, or simply staying ahead of key life changes.”