The expanded partnership builds on a year of collaboration where VestGen advisors utilized Zocks to automate meeting notes and sync data across systems like Salesforce, eMoney, and Orion. According to VestGen CEO Jason Hanavan, the decision to deepen the engagement stems from a desire to reclaim advisor time, allowing staff to focus on practice evolution rather than manual documentation. The platform currently enables advisors to save more than 10 hours per week by handling document processing and client communication drafting.

Zocks CEO Mark Gilbert noted that the platform’s ability to structure unstructured data directly into planning and onboarding tools allows advisors to act faster on high-value client needs. Beyond individual efficiency, the integration provides firm-wide visibility, enabling management to track trends and scale best practices. By turning client interactions into actionable intelligence, VestGen intends to reinforce its value proposition as a unified ecosystem for complex family wealth management.