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From Conversation to Financial Plan Faster than Ever
Join Zocks and RightCapital for a previously recorded live demo of our new integration. See how advisors are building financial plans faster than ever — and closing more business because of it.
We'll show you how Zocks automatically captures client details from conversations and easily syncs up to 200 fields of your choice to RightCapital — eliminating the back-and-forth that kills client momentum.
- How to build RightCapital plans faster than ever
See how Zocks captures 200+ data fields from conversations and emails, then gives you complete control over what syncs to RightCapital Client Profiles.
- How to close prospects before they lose interest
Watch a real discovery-call-to-financial-plan workflow that eliminates the momentum-killing data entry gap between great conversations and delivered plans.
- How the integration eliminates manual data entry
See how Zocks automatically populates RightCapital with client details, goals, income, expenses, and assets — so you can focus on building plans, not gathering data.
- How to get started
Implementation best practices, timeline, and what you need to begin saving time immediately with Zocks and RightCapital.
From Conversation to Financial Plan Faster than Ever
Join Zocks and RightCapital for a previously recorded live demo of our new integration. See how advisors are building financial plans faster than ever — and closing more business because of it.
We'll show you how Zocks automatically captures client details from conversations and easily syncs up to 200 fields of your choice to RightCapital — eliminating the back-and-forth that kills client momentum.
- How to build RightCapital plans faster than ever
See how Zocks captures 200+ data fields from conversations and emails, then gives you complete control over what syncs to RightCapital Client Profiles.
- How to close prospects before they lose interest
Watch a real discovery-call-to-financial-plan workflow that eliminates the momentum-killing data entry gap between great conversations and delivered plans.
- How the integration eliminates manual data entry
See how Zocks automatically populates RightCapital with client details, goals, income, expenses, and assets — so you can focus on building plans, not gathering data.
- How to get started
Implementation best practices, timeline, and what you need to begin saving time immediately with Zocks and RightCapital.
From Conversation to Financial Plan Faster than Ever
Join Zocks and RightCapital for a previously recorded live demo of our new integration. See how advisors are building financial plans faster than ever — and closing more business because of it.
We'll show you how Zocks automatically captures client details from conversations and easily syncs up to 200 fields of your choice to RightCapital — eliminating the back-and-forth that kills client momentum.
- How to build RightCapital plans faster than ever
See how Zocks captures 200+ data fields from conversations and emails, then gives you complete control over what syncs to RightCapital Client Profiles.
- How to close prospects before they lose interest
Watch a real discovery-call-to-financial-plan workflow that eliminates the momentum-killing data entry gap between great conversations and delivered plans.
- How the integration eliminates manual data entry
See how Zocks automatically populates RightCapital with client details, goals, income, expenses, and assets — so you can focus on building plans, not gathering data.
- How to get started
Implementation best practices, timeline, and what you need to begin saving time immediately with Zocks and RightCapital.