Fintech bytes: Zocks rolls out MCP capability for general AI tools

CONTINUE TO SITE CONTINUE TO SITE Fintech bytes: Zocks rolls out MCP capability for general AI tools eMoney's premium client portal is also getting a customization boost, while Capitalize unveils a new rollover platform for advisors eyeing the 401(k) space. APR 02, 2026 By  Leo Almazora Zocks has unveiled an update to address a pain point for advisors using general-purpose AI tools, while eMoney announces an improved branding feature for its client portal and Capitalize moves to transform a 401(k) rollover crisis into an advisor opportunity. Zocks Model Context Protocol opens client context to ChatGPT and Claude Zocks is rolling out “Zocks MCP,” a connector built on the Model Context Protocol that links the company’s client intelligence to general-purpose AI tools, including Anthropic’s Claude and OpenAI’s ChatGPT. The goal is to let advisors query and generate client-specific outputs inside those AI interfaces without manually shuttling details across systems. Like other meeting assistants in the market, Zocks' platform converts client conversations, meetings, email and documents into structured, searchable data that becomes richer over time. According to Zocks, many advisory teams experimenting with AI are still using copy-and-paste to feed contextual data that its platform generates into outside tools. That creates a scaling problem and a compliance headache. Its latest fix leans on the connector model – along with authentication, access controls, and auditability – to ...