Tag : Zocks

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors
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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......
Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
Artificial Intelligence News Security

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Business Wire
by Business Wire0
Collaboration empowers Osaic’s financial professionals with Zocks’ Client Intelligence Platform for streamlining workflows, and enhancing client engagement, while ensuring the highest standards of privacy and security Zocks, a privacy-first AI platform for financial advisors, announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions.......
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