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