Press

Latest news and press releases

Stay up-to-date with our latest announcements and strategic partnerships.

Explore our press

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

Sep 11, 2025

•

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

Read more

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

September 8, 2025

Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction

Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction

September 4, 2025

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Zocks and eMoney Launch AI-powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Zocks and eMoney Launch AI-powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Zocks Launches SmartOffice Integration to Automate CRM Updates and Advisor Workflows

Zocks Launches SmartOffice Integration to Automate CRM Updates and Advisor Workflows

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

New Website. The Redesign Story.

New Website. The Redesign Story.

Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

Zocks Joins The Wealth Engineering Expert Sourcing Consortium

Zocks Joins The Wealth Engineering Expert Sourcing Consortium

Oops! No items with this filter

Get started for free in less than 10 minutes

You’ll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience.

Start your free trial

background element

Zocks dashboard

Follow-ups

Jayce

1

Create retirement income models based on different timelines and claiming strategies

Assign to Jayce in Salesforce

John

3

Michelle

1

John & Michelle Smith Discovery Call

Dec 28, 2024

9:00AM - 9:54AM

3

Financial Summary

Meeting Overview

Participants: Clients: John Smith, Michelle Smith; Financial Advisor: Jayce Talis