Dalma Veres

All Posts by

•

Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement

Zocks, the privacy-first AI platform built for financial advisors, has been named to the 2025 WealthTech100 list by FinTech Global, recognized for Redefining Advisor Productivity and Client Engagement.

April 3, 2025

Conferences

•

Zocks at Duncan Innovate 2025

Zocks is attending Duncan Innovate 2025 on March 26-28, 2025, Amelia Island, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

March 18, 2025

Zocks at Leaders and Managers Program (LAMP) 2025

Conferences

•

Zocks at Leaders and Managers Program (LAMP) 2025

Zocks is attending Leaders and Managers Program (LAMP) 2025 on March 22-25, 2025, Orlando, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

March 14, 2025

Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer

Announcements

•

Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer

Industry veteran joins Zocks to accelerate company growth following Series A funding round.

March 13, 2025

Conferences

•

Zocks at Ameritas AIC/AAS Forum

Zocks is attending Ameritas AIC/AAS Forum on March 19-21, 2025, Las Vegas, Nevada. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

March 18, 2025

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

Announcements

•

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

Investment from Motive Ventures and Lightspeed will drive AI advancements, expand the team, and enhance financial advisors’ workflow automation.

March 7, 2025

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

Partnerships

•

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

Conferences

•

Zocks at Future Proof Citywide

Zocks is attending Future Proof Citywide on March 16-19, 2025, Miami Beach, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

March 6, 2025

Conferences

•

Zocks at 2025 Advisor Growth Retreat

Zocks is attending the 2025 Advisor Growth Retreat on March 10-13, 2025, Miami Beach, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

April 3, 2025

Conferences

•

Zocks at T3 Technology Conference 2025

Zocks is attending the T3 Technology Conference 2025 on March 3-6, 2025, Dallas, Texas. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

April 3, 2025

What makes the best AI note-taker for financial advisors?

Advisor Insights

•

What makes the best AI note-taker for financial advisors?

AI note-taking is a game changer for financial advisors – however, not all note-takers are equal. Here's what you should know about how it works, what influences quality and makes the best AI note-taker.

February 20, 2025

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

Partnerships

•

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

Practical Guide to Get Started with AI in Wealth Management

Advisor Insights

•

Practical Guide to Get Started with AI in Wealth Management

Adopting AI is becoming a necessity for wealth management firms to stay competitive. Follow this practical guide and get started one step at a time.

February 17, 2025

Conferences

•

Zocks at NAPFA Large Firm Forum 2025

Zocks is attending NAPFA Large Firm Forum on February 10-12, 2025 in Amelia Island, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

February 4, 2025

Top Applications of AI for Financial Advisors in 2025

Advisor Insights

•

Top Applications of AI for Financial Advisors in 2025

AI is rapidly revolutionizing wealth management and the way financial advisors work. AI note-taking, automating meeting prep, follow-ups and optimizing client data help advisors boost efficiency and deepen client relationships.

February 6, 2025

Conferences

•

Zocks at Orion Ascent 2025

Zocks is attending Orion Ascent 2025 on February 3-6, 2025 in Orlando, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

January 30, 2025

Zocks at the FPA Chapter Leaders Conference

Conferences

•

Zocks at the FPA Chapter Leaders Conference

Zocks is attending FPA Chapter Leaders Conference on January 29-31, 2025 in Denver, Colorado. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

January 30, 2025

Advisor Insights

•

4 min read

Why AI matters for Financial Advisors

Financial advisors are rapidly embracing AI solutions. Here’s why and how AI can help you elevate your practice.

January 30, 2025

Conferences

•

Zocks at IMPACT 2024

The Zocks team attended IMPACT®2024 in San Francisco on November 19-21 2024 - if you were there, book a demo with us to claim your 10% off coupon, and let’s continue discussing applications of AI in your Financial Advisor practice!

January 30, 2025