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Partnerships

 Blog Posts

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