Zocks and Conquest Launch AI Integration to Help Advisors Move Faster from Client Conversation to Financial Plan

Advisors can build or update financial plans in seconds with AI automation

SAN FRANCISCO & WINNIPEG, Manitoba--(BUSINESS WIRE)--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, today announced a two-way integration that lets advisors automatically create or update financial plans within seconds of capturing client information from meetings and documents.