SAN FRANCISCO--(BUSINESS WIRE)--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 ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This integration enables seamless two-way data synchronization between ...

Advisors can now automatically extract client data from financial documents and sync directly into eMoney Zocks, the privacy-first AI assistant for financial services, today announced the launch of ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

Artificial intelligence-powered note-taking tools are gaining traction in wealth management. Processing Content Jump and Zocks, two rapidly growing startups, have both seen significant investment and ...

Carson Group has officially become the latest in a wave of wealth firms tapping into artificial intelligence in an effort to supercharge their organic growth efforts. According to a statement ...

Zocks, providers of an artificial intelligence assistant for financial services, has expanded the Zocks platform to help advisors provide financial advice after client and prospect meetings by ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This marks the first AI-powered, bi-directional integration between a ...

Zocks, an AI-powered notetaker and automated assistant platform for advisors, has hired Matt Halloran, co-founder and former chief relationship officer at ProudMouth, as chief evangelist. Halloran ...

The wave of integrations between artificial intelligence tools and established financial planning platforms is still rolling along, with FP Alpha and Zocks each announcing partnerships designed to ...