Tag : Zocks

Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
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Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Business Wire
by Business Wire0
Advisors can now automate fact-finding, follow-ups, and plan updates with bi-directional data sync between Zocks and eMoney Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a direct integration with eMoney Advisor (eMoney), a leading provider of technology solutions and services that help......
Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors
Artificial Intelligence Finance Fintech News

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

Business Wire
by Business Wire0
Partnership includes launch of Zocks’ enterprise platform tailored to Commonwealth’s elevated advisor experience and compliance requirements Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, and Commonwealth Financial Network (“Commonwealth”), a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announces......
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
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Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Business Wire
by Business Wire0
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data......
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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