Tag : Mark Gilbert

Zocks and Conquest Launch AI Integration to Help Advisors Move Faster from Client Conversation to Financial Plan
Artificial Intelligence Finance News

Zocks and Conquest Launch AI Integration to Help Advisors Move Faster from Client Conversation to Financial Plan

Business Wire
by Business Wire0
Advisors can build or update financial plans in seconds with AI automation Zocks, the privacy-first AI assistant for financial services, and Conquest Planning, a technology platform modernizing financial planning with personalized advice across the wealth spectrum, announced a two-way integration that lets advisors automatically create or update financial plans within seconds......
New Zocks MCP Connects Client Intelligence and Context to General-Purpose AI Tools for Financial Advisors
Artificial Intelligence Finance News

New Zocks MCP Connects Client Intelligence and Context to General-Purpose AI Tools for Financial Advisors

Business Wire
by Business Wire0
Advisors can now use general-purpose AI tools to produce highly specific client work, powered by Zocks client intelligence Zocks, the privacy-first AI assistant for financial services, announced the launch of Zocks MCP, connecting Zocks data and client intelligence to the broader AI ecosystem. Read More on Fintech : Global Fintech Interview with......
Cetera Selects Zocks to Offer AI Assistant to 12,000 Financial Professionals
Artificial Intelligence Finance News

Cetera Selects Zocks to Offer AI Assistant to 12,000 Financial Professionals

Business Wire
by Business Wire0
Zocks brings proven workflow automation to Cetera’s network to help drive faster client service and new opportunities for business growth Zocks, the privacy-first AI assistant for financial services, announced a strategic relationship with Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, making Zocks available to Cetera’s network of......
Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors
Artificial Intelligence Finance Fintech Investments News

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

Business Wire
by Business Wire0
Investment from Motive Ventures and Lightspeed will drive AI advancements, expand the team, and enhance financial advisors’ workflow automation Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and records systems to accelerate workflows, today announced it......
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