How OnePoint BFG freed up advisor time to unlock organic growth

OnePoint BFG: a firm built by advisors, for advisors 

OnePoint BFG is a financial planning firm with around 200 employees and $17 billion in AUM. When OnePoint BFG evaluates new technology, the loudest voice in the room is the advisor's, which is exactly how Zocks landed on the firm's radar.

“The idea of bringing on Zocks came from an advisor,” says Kyle Wesley, OnePoint BFG’s Chief Technology Officer. “They said, ‘Hey, one of my friends at another firm is leveraging Zocks. Is this something we could use?’ That led us into the deep dive, and as soon as we announced we were piloting it, a lot of advisors raised their hands.”

The challenge: a workflow costing hours every day

The advisor enthusiasm was a direct response to a workflow that was costing the team hours every week.

“The advisor would go to Copytalk or whatever their choice of tools were, and they would dictate after the meeting — probably forgetting the fine details, because you can only remember so much. Those notes would go to the service, they would write them all down and email them over to our staff. The staff would copy and paste that into the CRM and then split out all the tasks. You can imagine that process is a time suck,” Kyle explains.

OnePoint BFG wanted to give advisors more time with clients instead of heads down taking notes. But the search came with one non-negotiable: compliance.

The solution: no recordings, full control, and fully integrated 

“From a compliance standpoint, Zocks was the best we saw. The other tools we looked at were recording calls," says Kyle, referring to Jump, among others. "The biggest determination for us was that Zocks does not record."

Zocks was built differently from the start. Instead of recording calls, it captures relevant client information from the conversation and turns it into structured data without ever storing an audio or video recording.

Control over books and records mattered just as much. OnePoint BFG wanted their advisors — not AI — making the final decision on what landed in the CRM.

“We didn't want everything to be in our books and records, because AI can make mistakes. We wanted the ability for an advisor to go in, make some edits, and then save it as the actual real notes into the CRM,” Kyle says.

Once compliance signed off, adoption took care of itself. “As soon as advisors got their hands on Zocks, the pilot expanded very quickly. Within a couple of months, we had 100 users. Really fast adoption.”

Fully connected across one platform 

Zocks now sits in the center of OnePoint BFG’s stack. The firm runs Orion for portfolio accounting, eMoney for planning, and Salesforce for CRM — and Zocks connects across all of it. Advisors are building, updating, and managing financial plans and investments faster because client information shared in meetings, emails, and documents can be synced to Orion, as well as to over 370 Facts in eMoney. 

Advisors also can pull data from all these connected systems into Zocks to prepare for client meetings, draft personalized emails, and ask questions in real time. 

“I can ask Zocks any questions about what I should even talk about in an upcoming meeting because it's connected in the middle,” Kyle says. “Pre-meeting prep that used to take an hour can be done in about 45 seconds.”

The results: running leaner and growing faster

For advisors like Timothy Funke, Partner and Private Wealth Advisor, the difference shows up in the meeting itself. “You can be fully focused on the meeting. You don't have to break to write down something important. You can just keep going, knowing that Zocks is capturing it for you.”

The time saved is going back into the work that grows the firm. “We’re deepening existing client relationships and prospecting more,” Kyle says. “We have a goal of 10% organic growth every year. You need time to proactively prospect, and Zocks is used for that.”

Zocks also shapes the prospecting work itself. OnePoint BFG built a firm-wide fact finder template that captures the same core information on every prospect, then auto-fills it into the right fields and syncs it straight to Salesforce so advisors spend their prospecting time in conversations, not hunting through transcripts.

“Even if it's three hours, that's three more prospect meetings that week I could have — a much higher value-add than jotting down notes and follow-up,” Timothy, the advisor, says.

Zocks is even showing up in recruiting conversations. Kyle says, “Every advisor thinking about joining asks what we're using from an AI perspective. A lot of larger institutions aren't as flexible or willing to adopt these tools, so it gives us a bit of an edge.”

Kyle's bottom line is straightforward: “If you're not using an AI tool like Zocks, you're missing the mark.”

Investment advisory and financial planning services are offered through Bleakley Financial Group, LLC, an SEC-registered investment adviser, doing business as OnePoint BFG Wealth Partners (“OnePoint BFG”). This video was produced by Zocks, which maintains a current business relationship with OnePoint BFG, creating a potential conflict of interest. Neither Kyle Wesley nor OnePoint BFG received cash or non-cash compensation from Zocks in connection with participation in this video. The statements provided by Kyle Wesley represent his personal views and experiences in his capacity as Chief Technology Officer of OnePoint BFG and are not intended to be representative of the experiences of all clients or persons. OP 26-0707