Zocks, a privacy-first AI platform tailored for financial advisors, has announced a strategic relationship with Osaic, one of the nation’s leading providers of wealth management solutions.
This collaboration grants Osaic’s extensive network of over 11,000 financial professionals access to Zocks’ advanced AI-powered platform, designed to streamline workflows, enhance client communication, and generate actionable insights from every client interaction.
By integrating the Zocks Client Intelligence Platform, Osaic’s financial professionals can effortlessly capture and manage key client information, significantly reducing administrative tasks while upholding the highest standards of data privacy and security. This relationship reinforces Osaic’s dedication to equipping its advisors with cutting-edge technology that boosts efficiency and strengthens client engagement.
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“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 financial professionals 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.”
This partnership marks a significant step in the financial advisory space, enabling professionals to harness AI-driven insights while maintaining the integrity and confidentiality of client data.