SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

SEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement

SEI announced a strategic partnership with Zocks, an AI assistant built specifically for financial advisors, expanding its advisor services ecosystem of partners with a resource intended to help firms reduce administrative burdens, strengthen client engagement, and scale more efficiently.

Zocks helps automate meeting preparation, meeting notes, client follow-up, CRM and planning updates, client onboarding, forms, and client intelligence workflows. The platform is designed to help advisors spend less time on administrative work and more time delivering personalized service and advice to clients.

Commenting on the partnership, Erich Holland, Head of SEI’s U.S. Wealth and Advisor Business, said:

“Advisors are moving beyond AI curiosity and looking for practical ways to embed intelligent automation into the workflows that matter most to their businesses. By adding Zocks to our ecosystem of partners, we’re expanding advisor choice and making it easier for firms to access resources, education, and support that can help them adopt AI with purpose, discipline, and a clear connection to client service and business growth.”

SEI’s advisor services ecosystem is designed to help advisors solve common business challenges by providing access to third-party service providers, discounted pricing, and resources that support operational efficiency, practice management, and client experience. The addition of Zocks builds on SEI’s commitment to helping advisors more effectively deploy their capital, including time, talent, and technology, so they can focus on the client relationships that drive long-term growth.

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Shauna Mace, Head of Practice Management and Independent Advisor Solutions at SEI, added:

“AI has the potential to transform the advisor operating model, but successful adoption starts with thoughtful implementation. Zocks gives advisors another way to evaluate AI through the lens of their own teams, workflows, and growth goals, while helping them move from time savings to deeper productivity and more proactive client engagement.”

Jim Hardeman, Executive Vice President of Product at Zocks, said:

“Zocks was built to help financial advisors turn everyday client conversations into actionable intelligence without adding complexity to their practices. SEI inherently understands the operational challenges advisors face and has a strong track record of helping firms evaluate solutions that can create meaningful business impact. Together, we can help more advisors use AI to streamline meeting workflows, accelerate follow-up, improve data quality, and create more capacity for the client relationships that matter most.”

As part of the relationship, SEI and Zocks plan to collaborate on advisor education, thought leadership, webinars, adoption resources, and practice management programming to help firms identify high-value use cases and build confidence in AI-enabled workflows. The relationship builds on SEI’s ongoing commitment across the enterprise to modernize how it operates, innovates, and delivers value to clients through AI and automation as it advances toward becoming an AI-native organization.