Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
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 and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors
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 Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value
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 Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
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 Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors
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.
Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
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 Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs
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.
Former Twilio Exec Launches Zocks, an AI-Powered Platform that Captures Industry Specific Insights from Client Conversations
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.
