Zocks Earns Highest WealthTech Integration Score for AI Assistants from Ezra Group
In independent evaluation, Zocks also captures top score in Client Meeting Support category Zocks, the privacy-first AI platform for financial services, announced it has earned the top WealthTech Integration Score in two categories, AI Assistants and Client Meeting Support, from Ezra Group. With a score of 9.56 out of 10,......