Tag : Zocks

Zocks Launches AI-Powered Account Opening to Reduce Errors and Delays in Client Onboarding
Artificial Intelligence Finance News

Zocks Launches AI-Powered Account Opening to Reduce Errors and Delays in Client Onboarding

Business Wire
by Business Wire0
Schwab Advisor Services™ is the first custodian to accept applications directly from Zocks; new capability helps firms improve client onboarding, win more clients, and increase operational capacity Zocks, the privacy-first AI platform for financial services, announced the launch of Zocks Account Opening, a new capability that automates the account opening......
Founders Financial Partners With Zocks to Leverage AI Across Its Technology Stack
Artificial Intelligence Finance News

Founders Financial Partners With Zocks to Leverage AI Across Its Technology Stack

Business Wire
by Business Wire0
Enterprise-wide rollout gives Founders Member Partners more time and capacity to care for and serve client relationships Zocks, the privacy-first AI platform for financial services, announced a partnership with Founders Financial Securities, LLC, one of the nation’s leading privately held independent broker-dealers and RIA firms. Zocks is now part of......
Zocks Earns Highest WealthTech Integration Score for AI Assistants from Ezra Group
Artificial Intelligence Finance News

Zocks Earns Highest WealthTech Integration Score for AI Assistants from Ezra Group

Business Wire
by Business Wire0
In independent evaluation, Zocks also captures top score in Client Meeting Support category Zocks, the privacy-first AI platform for financial services, announced it has earned the top WealthTech Integration Score in two categories, AI Assistants and Client Meeting Support, from Ezra Group. With a score of 9.56 out of 10,......
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......
Zocks Brings Client Conversation Context to New Claude for Financial Advisors
Artificial Intelligence Finance News

Zocks Brings Client Conversation Context to New Claude for Financial Advisors

Business Wire
by Business Wire0
Zocks brings personal, up-to-date context from client conversations to Anthropic’s new wealth management offering Zocks, the privacy-first AI platform for financial services, announced a collaboration that connects the most recent, personal client context captured in Zocks to Claude for Financial Advisors, a new wealth management solution Anthropic launched today. Advisors......
Archive Intel Partners With Zocks to Streamline AI Compliance Reviews
Artificial Intelligence Finance News

Archive Intel Partners With Zocks to Streamline AI Compliance Reviews

Business Wire
by Business Wire0
New integration enables users to capture, review and organize AI notetaker data seamlessly, in accordance with current FINRA and SEC regulations. Archive Intel, an AI-powered communications compliance platform for financial institutions, announced an integration with Zocks, the privacy-first AI platform for financial services. Read More on Fintech : Global FinTech Interview: AI......
Zocks and Conquest Launch AI Integration to Help Advisors Move Faster from Client Conversation to Financial Plan
Artificial Intelligence Finance News

Zocks and Conquest Launch AI Integration to Help Advisors Move Faster from Client Conversation to Financial Plan

Business Wire
by Business Wire0
Advisors can build or update financial plans in seconds with AI automation Zocks, the privacy-first AI assistant for financial services, and Conquest Planning, a technology platform modernizing financial planning with personalized advice across the wealth spectrum, announced a two-way integration that lets advisors automatically create or update financial plans within seconds......
New Zocks MCP Connects Client Intelligence and Context to General-Purpose AI Tools for Financial Advisors
Artificial Intelligence Finance News

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......
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