Through this partnership, Osaic’s network of more than 11,000 financial professionals will gain access to Zocks’ AI-powered platform, designed to automate workflows, streamline client communications, and unlock deeper insights from every client interaction.
By integrating Zocks’ Client Intelligence Platform, Osaic advisors can capture key client information effortlessly, reducing administrative burdens while maintaining the highest standards of privacy and security. The partnership underscores Osaic’s commitment to equipping its advisors with cutting-edge technology that enhances productivity and client engagement.
Osaic advisors also get access to Zock’s latest AI capabilities including client profiles, automated form fill workflows and client email responses, helping advisors and their teams save hours every day.
“Zocks is proud to join forces with Osaic to bring AI-powered efficiency to their network of financial professionals, enabling them to spend less time on administrative tasks and more time building meaningful client relationships,” said Mark Gilbert, CEO and co-founder of Zocks. “This partnership aligns with our mission to help wealth management firms collect better data, improve client relationships, and drive productivity, all while prioritizing privacy.”
"At Osaic, we have an unwavering commitment to growth, productivity and advisor choice,” said Clayton Chandler, Chief Data and Analytics Officer of Osaic. “The feedback on Zocks from our financial professionals has been extremely positive and it's truly changing the way they work. I'm incredibly excited to partner with Zocks to enable our advisors and deepen their relationships with their clients."
"Zocks makes my note-taking simple and streamlined by organizing my notes by financial topic,” said Erik Garcia, a Certified Financial Planner at PlanWisely, an Osaic partner firm. “As an advisor, that means I can easily find key insights, stay efficient, and focus more on my clients. The quality, ease of use, and A-plus team made going with Zocks an easy choice."
Founded in 2022, Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows. Zocks is backed by a host of investors including Lightspeed, Global Founders Capital and Ascend. Learn more about Zocks and try it out at https://www.zocks.io.
Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management solutions, supporting approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. Visit www.osaic.com to learn more.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
