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 ...

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 ...

Zocks raises $13.8m for AI-driven financial advisor client intelligence Zocks, an AI-driven client intelligence platform for financial advisors has raised $13.8 million in a Series A funding round led ...

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 ...

Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding round led by Motive Ventures. Lightspeed Venture Partners, Expanse Venture ...

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 ...

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 ...

Osaic has partnered with Jump and Zocks, both AI-powered platforms for advisors, to streamline its wealth management ...

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 ...

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 ...

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 ...