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Articles published by Zocks
Zocks Raises $45M Series B to Accelerate AI-Powered Automation for Financial Advisors
Today 10:00 EST
From
Zocks
Via
Business Wire
Zocks Appoints Matt Halloran as Chief Evangelist to Lead AI Education for Advisors
December 11, 2025
From
Zocks
Via
Business Wire
Zocks and eMoney Announce Enhanced Integration Featuring AI-Powered Document Intelligence
December 02, 2025
From
Zocks
Via
Business Wire
Zocks and RightCapital Announce AI-Powered Integration to Accelerate Time to Advice
November 18, 2025
From
Zocks
Via
Business Wire
Kestra Financial Partners with Zocks to Implement AI Assistant Solution
November 12, 2025
From
Zocks
Via
Business Wire
Zocks and CreativeOne Form Strategic Partnership, Deepening Commitment to Advisor-Centered Innovation
October 15, 2025
From
Zocks
Via
Business Wire
Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors
September 08, 2025
From
Zocks
Via
Business Wire
Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction
September 04, 2025
From
Zocks
Via
Business Wire
Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations
June 25, 2025
From
Zocks
Via
Business Wire
Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
June 11, 2025
From
Zocks
Via
Business Wire
Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors
May 28, 2025
From
Zocks
Via
Business Wire
Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value
May 14, 2025
From
Zocks
Via
Business Wire
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
April 16, 2025
From
Zocks
Via
Business Wire
Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors
March 06, 2025
From
Zocks
Via
Business Wire
Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
March 05, 2025
From
Zocks
Via
Business Wire
Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs
February 12, 2025
From
Zocks
Via
Business Wire
Former Twilio Exec Launches Zocks, an AI-Powered Platform that Captures Industry Specific Insights from Client Conversations
February 15, 2024
From
Zocks
Via
Business Wire
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