Key facts
- Zocks and Conquest Planning announced a two-way integration.
- The integration allows advisors to automatically create or update financial plans.
- Financial plans can be generated within seconds of capturing client information.
- The system uses information from client meetings and documents.
Zocks, an AI assistant for financial services, and Conquest Planning, a financial planning technology platform, have announced a new integration. This collaboration aims to streamline the process for financial advisors by enabling them to automatically generate or update client financial plans. The system is designed to process client information captured during meetings and from various documents, allowing for the creation of financial plans within seconds. This integration is intended to help advisors accelerate their workflow from initial client interaction to the finalization of a financial plan.