Tag : Affiliated Advisors

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors
Artificial Intelligence Finance Fintech News

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

Business Wire
Partnership includes launch of Zocks’ enterprise platform tailored to Commonwealth’s elevated advisor experience and compliance requirements Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, and Commonwealth Financial Network (“Commonwealth”), a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announces......
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