Tag : privacy-first AI platform

TruChoice Partners with Zocks to Expand AI Support for Financial Professionals
Finance Fintech News

TruChoice Partners with Zocks to Expand AI Support for Financial Professionals

Business Wire
by Business Wire0
AI-powered workflows will help financial professionals spend less time on administration and more time serving clients Zocks, the privacy-first AI platform for financial services, announced a new relationship with TruChoice Financial Group (“TruChoice”), an AmeriLife company and leading distributor of insurance and retirement planning solutions, to support insurance and annuity......
Zocks Launches Advisor Intelligence Plugin with Seven Skills for Claude
Finance Fintech News

Zocks Launches Advisor Intelligence Plugin with Seven Skills for Claude

Business Wire
by Business Wire0
New Claude skills turn insights from client conversations into finished analyses and deliverables, from annual reviews to a household’s next-best, highest-value opportunity Zocks, the privacy-first AI platform for financial services, announced its new Advisor Intelligence plugin that packages seven Claude skills developed specifically for financial services workflows. The prebuilt Claude......
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