Partnerships

Blog Posts

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Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC select Zocks for its advisor-centric platform, purpose-built to turn conversations into actionable data, automate workflows and for its industry-leading security, privacy, and compliance capabilities.

May 15, 2025

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Partnerships

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Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights.

May 20, 2025

Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an AI-Driven Edge in Productivity

Partnerships

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Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an AI-Driven Edge in Productivity

Collaboration empowers Osaic’s advisors with Zocks’ Client Intelligence Platform for streamlining workflows, enhancing client engagement, and driving better data-driven decisions while ensuring the highest standards of privacy and security.

March 7, 2025

Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

Partnerships

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Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

Zocks, the innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a partnership with Carson Group, a leading financial services firm providing solutions, resources, and support to a nationwide network of advisors.

February 17, 2025