Tag : Zocks

New Zocks MCP Connects Client Intelligence and Context to General-Purpose AI Tools for Financial Advisors
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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......
Kestra Financial Partners with Zocks to Implement AI Assistant Solution
Artificial Intelligence Finance News

Kestra Financial Partners with Zocks to Implement AI Assistant Solution

Business Wire
by Business Wire0
Exclusive partnership enables compliant use of AI automation for Kestra’s financial professional network Zocks, the privacy-first AI assistant for financial services, and Kestra Financial, an industry-leading wealth management platform, announced an agreement to make Zocks available to Kestra’s network of more than 1,300 financial professionals. Read More on Fintech : Global Fintech Interview......
Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors
Artificial Intelligence Finance News

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

Business Wire
by Business Wire0
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......
Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction
Artificial Intelligence Finance News

Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction

Business Wire
by Business Wire0
Two-way integration automatically connects Orion portfolio management data to advisor-client conversations and communications in Zocks, accelerating ‘time to advice’ Zocks, the privacy-first AI assistant for financial services, and Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, announced their......
Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
Artificial Intelligence Fintech News

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
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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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