How to Use Zocks Client Queries

Every financial advisor has client opportunities just waiting to be found. These may be held-away assets, overdue reviews, new services, planning gaps, conversion windows – all buried in your firm’s data. Zocks Client Queries is built to help you find those opportunities across your entire book in seconds. In this article, we’re going to cover:

• What is Zocks Client Queries, and how does it help advisors find hidden opportunities?
• How does Zocks use AI in Client Queries?
• How to use Client Queries inside Zocks?
• What Zocks subscription level do you need to access Client Queries?
• How can you try out Client Queries for yourself?

What Is Zocks Client Queries?

Think of Client Queries as a conversational way to find patterns and opportunities inside your book using the Zocks interface. You can ask Client Queries any question about your entire book, including prospects, and it will search all of your connected data for clients who match your search.

These can be questions like:

• Which clients have a significant age milestone in the next 90 days and we also haven’t spoken with them in the past 12 months?
• Who has a 401(k) with another provider that we can bring under management?
• Which clients mentioned a major life change but they haven’t updated their estate plan yet?
• Who mentioned they’re looking at contributing to 529 accounts for their grandkids before the end of the year?
• Which clients have retirement accounts but they don’t have any tax planning strategy in place?
• Who has referred our firm the most to potential clients over the past calendar year?

You’re already seeing the possibilities. These are the questions advisors have wanted real-time answers to since the very beginning, and now they’re waiting for you inside Zocks Client Queries.

Instead of creating spreadsheets, cross-checking your CRM, planning data, and meeting notes, one household at a time, you can bypass all of that in just a few seconds. Just type in your question, and Zocks will analyze your past client interactions and data across all the tools and systems you’ve connected it to, like eMoney, RightCapital, Wealth.com, Holistiplan, Orion, PreciseFP, and practically any CRM. Client Queries will give personalized insight into the exact opportunities you want. 

It’ll list your clients who fit that query, prioritized based on your data. From there, the system will recommend next steps, like suggesting the right email to send, assigning it a tag in your system, adding a note, or exporting it as a spreadsheet. 

As AI capabilities grow in the advisory space, it’s never been easier to produce recommendations. It’s also more vital than ever to prove your recommendations on demand. Your Zocks Client Queries results will give you ways to fact-check what Zocks found. The links you see allow you to reasonably source and, if needed, defend your recommendations for future audits.

Related Content: Zocks Launches Client Queries for Advisors and Firms

How Does Zocks Use AI for Client Queries?

Client Queries uses two distinct pathways during searches. If your query can be answered from structured fields, like “Which of my clients own a home?”, then it returns results instantly from your existing data. You can connect a variety of data sources to Zocks Client Queries, and you can also search by just households inside your book, across multiple advisors in your firm, or on a firmwide basis.

If your question is more in-depth, such as “Which of my clients mentioned in the past six months that they have an aging parent who will need financial support?” Client Queries runs a deeper AI Analysis to find and surface those exact details. As more of your data gets structured inside Zocks over time, your query results will get more personalized.

So, how is that possible?

Zocks continuously builds and maintains a comprehensive profile for every client and prospect you meet with throughout your day. It’s drawing from your connected systems, like your CRM, whatever you use for portfolio management, estate documents, tax planning, insurance data- truly any data you’ve connected. Zocks’ integrations recently ranked #1 in the Ezra Group’s WealthTech Integration Score for AI Assistants. It also draws from virtually every conversation, meeting, email, and other communications you’ve had with that client or prospect.

Zocks uses the latest AI-powered capabilities in a smart, responsible way because privacy-first is one of its core values. What you and your clients talk about should stay with you, not with some giga-factory Goliath that doesn’t deserve a seat at your table. Zocks has the guardrails in place to give you the full power of the latest frontier AI models without unnecessary risk. One caveat: Zocks offers MCP (Model Context Protocol) as part of its capabilities, but Client Queries does not use MCP.

If you love what you’ve read so far, start your free trial of Zocks. (Tell them Jon Cook and Advisor Story sent you.)

So, how does Client Queries work inside Zocks?

How to Use Client Queries Inside Zocks

When you open Client Queries in Zocks, you can type a question at the bottom of the screen as a first-level criterion. For example, “Which of my clients have not had our annual review this year and also have more than $250,000 in held-aways?”

You can ask this against just your client list, or again, if you’re in a multi-advisor setup, you can ask this across all of your advisors’ clients. You can also select which data sources to search with this query.

Using this example, when you hit enter, it’s going to sort that query into two criteria: clients you’ve met with, and clients who also have $250,000 in held aways. It’s going to search every data piece you’ve connected to Zocks for each of those households: meeting notes, email threads, estate docs, even your very first Fact Finder from that client.

Within a few seconds, it surfaces a list of relevant households. If you realize your search didn’t produce the insight you wanted, you may want to refine your question. If you like what it surfaced, click “View Results”.

As you read through the list, you’ll probably want to know the exact details that landed any of those households on the list. If you click on View under “Match”, Zocks will show you the Match Details. You can then take individual action for each client or do this at scale. 

Let’s say you want to send an email series to kickstart a conversation around held-aways. You can send them to an email automation inside your email outreach platform, like HubSpot. You can add that list of accounts or households to your CRM, like Redtail or Wealthbox. Or you can work this list internally with your team. Zocks Client Queries allows you to add notes, assign it a category, or even create an activity inside your Zocks workflows.

If you want to assign the list and corresponding activity to your admin or someone else on your team, simply take the following steps:

1. Click on Create Activity.
2. Name the activity.
3. Add a note (optional).
4. Select a name from the list.
5. Choose a priority level.
6. Set a due date.
7. Click “Create Activity”.

That process is designed to automatically create an activity and tag the assigned person inside your CRM. For the sake of reference, Zocks currently integrates with the following CRMs: Wealthbox, Redtail, Salesforce, Practifi, HubSpot, Zinnia SmartOffice, AdvisorEngine, XLR8, Zoho, Microsoft Dynamics 365, and Black Diamond CRM.

Now, what if you’re not quite sure what to ask in Client Queries? Go to your main Client Queries page in your Zocks dashboard and, in the upper middle section of the page, click on “Recommended Queries”. You’ll see several pre-made queries to consider, such as RMDs, NextGen Opportunities, and more. Click on whichever query interests you and refine from there. 

What do you do if you run a query inside Client Queries, and you like the results and want to run that query on a schedule? Zocks already lets you schedule your queries.

Go to your list of queries and click on “Schedule Query”. It’ll allow you to refine that query more, so you can change the name, choose the frequency, and you can select how many accounts this query returns on schedule.

That’s how you use Client Queries in Zocks. It’s easy to use, intuitive, and built to save you significant time as you find patterns and opportunities hiding in your data.

Related Content: Introducing Zocks MCP: When Claude Knows Your Clients

What Zocks Subscription Level Do You Need to Access Client Queries?

As of October 28, 2026, Zocks users need the “Ultimate” subscription level to access Client Queries. This is typically the level above the “Professional” subscription level for Zocks. Another in-demand feature available with Zocks’ Ultimate subscription is Account Opening, which now features AI-assisted account opening with Schwab Advisor Services. In a world of NIGOs, this powerful new integration and use case makes Zocks an excellent choice for your advisor operating system.

If you want to test-drive Zocks, sign up for your free trial. If you have more questions, hit the link to schedule your Zocks demo. We’ll cover more Zocks-related topics in the near future, especially when it comes to broker-dealer-specific integrations, such as Cambridge Investment Research and LPL Financial.

If you need help integrating Zocks inside your firm, start a conversation with our team.