Articles from Zocks

Zocks, the privacy-first AI assistant for financial advisors, today announced a direct integration with RightCapital, a leading financial planning software trusted by thousands of advisory firms.

Zocks, the privacy-first AI assistant for financial services, and Kestra Financial, an industry-leading wealth management platform, today announced an agreement to make Zocks available to Kestra’s network of more than 1,300 financial professionals.

Zocks, the privacy-first AI assistant for financial advisors, and CreativeOne, a Kansas City-based independent insurance marketing organization (IMO), today announced their strategic partnership.

Zocks, the privacy-first AI assistant for financial services, today announced the launch of its next-generation AI platform at Future Proof Festival in Huntington Beach, Calif.

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, today announced their new AI-powered integration that automatically surfaces and updates client portfolio data and insights during key client conversations.

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the award-winning client engagement and data-gathering software from Docupace. The partnership enhances Zocks’ ability to automate key client workflows and accelerate the path from conversation to advice.

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a direct integration with eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money.

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 its partnering to implement Zocks’ technology across Commonwealth’s advisor network.

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced that Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services, LLC (AAS), wholly owned subsidiaries of Ameritas, have selected its solution to boost advisor efficiency and elevate the client experience.

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data synchronization between the platforms, allowing firms to leverage AI-powered insights while maintaining streamlined workflows and developing client relationships.

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 has raised a $13.8 million Series A round led by Motive Ventures with participation from existing investor Lightspeed Venture Partners. Additional investors in the round include Expanse Venture Partners, Entrée Capital, and 14Peaks. The investment will accelerate Zocks' mission to empower advisory firms with data-driven insights while maintaining the personal touch essential to client relationships.

Zocks, a privacy-first AI platform for financial advisors, today announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions.

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a partnership with Carson Group, a leading financial services firm providing solutions, resources, and support to a nationwide network of advisors.

Mark Gilbert, a former Twilio, Microsoft and Hearsay executive and product leader, and his co-founder Akos Ratku, a former engineering leader from Hearsay, today launched Zocks, a privacy first AI platform that analyzes conversations with customers to capture key information, create better records, and accelerate their workflows. The company’s first vertical focus is on the financial services industry, where a large amount of unproductive time is spent on administrative tasks.