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  • 1 день назадОпубликованоZocks

Zocks x eMoney Live Demo: Client Documents to Plans in Seconds

Join Zocks and eMoney to see the next era of "Speed to Advice." Watch how top advisors are eliminating manual data entry to build plans faster and scale their practice without adding headcount. We'll show you how Zocks automatically captures details from client conversations and turns PDF documents—like statements and pay stubs—into structured data that syncs directly to eMoney. Learn more about Document Intelligence: Get started free at Zocks Academy: #FinancialAdvisors #eMoney #FinTech #WealthManagement #AI #Zocks