Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors
New AI-powered capabilities enable advisors to provide advice faster, gain more clients, and increase the success rate of associate advisors Zocks, the privacy-first AI assistant for financial services, announced the launch of its next-generation AI platform at Future Proof Festival in Huntington Beach, Calif. The expanded Zocks platform makes it......