Fill out forms

Build and manage forms that support efficient data gathering and client interactions.
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  • Level: Beginner
  • Study time: 30 minutes

Course overview

About this course

This course is designed to help you master Zocks’ custom form features and AI-powered form filling. You’ll learn how to create and configure forms for your advisory workflows, automate data entry from meetings, your CRM, and other sources, and export completed forms with a click.

By the end, you’ll know how to save time on client onboarding, planning, and account openings while keeping data accurate, compliant, and seamlessly synced across your tech stack

Who is this course for?

This course is for financial advisors and their teams who want to save time on client onboarding and data entry.

Whether you're new to Zocks or already using it daily, learning how to create and automate custom forms will help you capture accurate client data faster and keep your workflows efficient and compliant.

Duration

Approx. 30 minutes.

Course contents

Spotlight on our ZockStars

Neal Watson
Commonwealth Financial Services

Zocks has been one of the best tools that l've come across in almost 30 years in the business, and it has significantly changed the way I have been able to document meetings and keep track of details and take notes. This is an amazing, amazing tool, and I continue to be blown away by how the engine behind it does what it does. It's fascinating to me and has already done a lot for us in my office.

Dani Fava
Carson Group

The incredible 97% weekly active usage rate among our advisors demonstrates how Zocks is enhancing our ability to understand and serve clients. This isn't just about efficiency, it's about unlocking deeper insights from every client interaction to deliver more value and drive better outcomes.

Thomas Kopelman
AllStreet Wealth

I love having Zocks so we can ensure that we never miss anything our clients say. On top of that, I love that we can have custom breakdowns, send automated emails, and that tasks are noted so my ops director can always ensure everything gets done. Implementing Zocks has been huge for my
business. 

Dan Garett
Advisor Digital

Now with the PreciseFP integration, we're able to realise our vision of 'input once and use everywhere'. Turning conversations into data dramatically increases operational velocity and elevates the client experience.

James Wombela
SLP Wealth

Zocks has been an invaluable addition to my tech stack. I love being able to focus on the conversation and solving problems with clients and not have to worry about taking notes. Zocks has also saved me a ton of time post-meeting by making it much easier to update internal notes, assign tasks for myself, and share meeting summaries, and next steps with the client.

AJ Norris
Norris Financial Group

Zocks doesn't just help you go faster - it does more work for you, so you can focus on what matters the most: your clients. If you want to streamline your day and stay fully present in meetings without the post-call scramble, I'd recommend Zocks without hesitation.

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