🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

ICYMI: we're partnering with Carson Group! Carson and its advisors are now able to leverage our advanced #AI to automate workflows, streamline client communication, and surface actionable insights by integrating conversations, emails, and CRM data. bit.ly/3QCKD04

Zocks cuts the time AND increases the personalization with post-meeting emails. Emails are generated automatically using your tone, style and format - exactly how you want them + personal details that keep clients engaged. Clear, personalized and timely emails for advisor

ICYMI: We've partnered with Carson Group to enhance client intelligence for RIAs 🚀 Read more about how Carson advisors are implementing #AI to drive strategic insights and enhance client relationships in WealthSolutionsReport's latest #wealthtech roundup: wealthsolutionsreport.com/2025/02/25/wea…

Catch the Zocks team on the road! We’re gearing up for a packed month of industry events—connecting, learning, and sharing how Zocks is revolutionizing the way advisors work. If you’ll be at any of these events, let’s connect! Looking forward to catching up with industry

Meet ZockStar James Mwombela! With Zocks, he’s fully engaged in client conversations—no note-taking needed. Post-meeting tasks? Streamlined. The result? Less admin, better interactions, and a smoother workflow. Ready to transform your process? 👉 Zocks.io/ROI

Zocks is proud to join forces with Osaic to deliver our client intelligence platform across their extensive network, enabling advisors to build thriving businesses and enhance the experience they deliver to clients. Learn all about it here: bwnews.pr/41xOgtA

We’re here at T3 Technology Tools! Swing by Booth 710 and say hi to Steven, Stephany, and Sydney! 👋 Whether you’re looking to level up your tech stack or just want to chat, we’d love to connect. See you there! 🔥 #T32025 #WealthTech #AdvisorTech

🚀 Big news! We’ve completed a $13.8M Series A from Motive Ventures and Lightspeed to supercharge AI-driven client intelligence for advisors! This latest round of funding will drive our rapid expansion across product development, team growth, and go-to-market efforts. Here's

Wow! What. A. Week. ICYMI: We're joining forces with Osaic and we secured $13.8M Series A 🚀 📰 citybiz: bit.ly/4ixjeZl 📰 Axios: bit.ly/3Fc9oOi

The CFP Board’s new ethics guidelines for #AI are a step in the right direction—bringing much-needed clarity to a rapidly evolving space. Selecting an AI solution purpose-built for the industry and a vendor that checks all the right boxes is critical. With Zocks, that choice is

We’re thrilled to welcome Drew DiMarino as our new Chief Revenue Officer! With nearly 30 years in #fintech—leading at eMoney & Nitrogen—he’s set to drive Zocks’ next phase of growth and will oversee all revenue-generating initiatives. Welcome to the team, Drew! Exciting things

Big news! RFG Advisory is taking advisor efficiency to the next level with Zocks! Our AI-powered, privacy-first client intelligence platform is now part of their cutting-edge tech stack—automating meeting prep, note-taking, and follow-ups directly in Salesforce. ✨ No more

Big moves, big mindset! Our CEO, Mark Gilbert, joined the RFG Advisory Game Film #podcast with Jordan Hutchison to talk #leadership, growth, and the perfect walkout song. 🎤 Will it be Empire State of Mind or Thunderstruck? 🔥 Check out the full episode here: youtube.com/watch?v=Wvu_2N…

Our new collaboration with Osaic empowers entrepreneurial advisors with the time-saving technology to capture critical information from client conversations while maintaining the highest standards of privacy and security. Learn more: bwnews.pr/41xOgtA

Financial advisors are leveraging #AI to streamline workflows & enhance client service. But which tools stand out? InvestmentNews highlights top AI programs—spoiler: Zocks made the list. The right AI elevates your practice & unlocks growth. The question isn’t whether to use

Advisors deserve technology that works with them, not against them. That’s why we’re proud to partner with Ameritas Wealth Advisors to help their advisors streamline operations and strengthen client relationships. Get all the details here: bwnews.pr/3GT5Lhc #Zocks #Ameritas

Zocks is proud to join The Wealth Engineering Expert Sourcing Consortium 🎉 We’re thrilled to partner with an organization that shares our vision for elevating wealth management through smart, scalable, and client-centric technology. Get all the details here:

At their 10th annual conference, AdvisorEngine unveiled a series of powerful new integrations aimed at transforming advisor productivity—and we’re proud to say Zocks is one of them. 💥 As the #wealthmanagement space embraces AI, AdvisorEngine is stepping up by integrating with

We’ve reimagined the advisor-client experience—and today, we’re unveiling the new zocks.io. Since launching in Feb '24, Zocks has become trusted by thousands of advisors & enterprise firms. Check it out & let us know what you think: zocks.io

Big news: We're thrilled to partner with Commonwealth to bring AI-powered client intelligence to 2,300+ affiliated advisors. 🚀 businesswire.com/news/home/2025…