SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and ...

Co-led by Lightspeed Venture Partners and QED Investors, new round brings total funding to $65M and will expand AI capabilities from efficiency tool to business growth engine SAN FRANCISCO--(BUSINESS ...

Zocks raises $13.8m for AI-driven financial advisor client intelligence Zocks, an AI-driven client intelligence platform for financial advisors has raised $13.8 million in a Series A funding round led ...

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This integration enables seamless two-way data synchronization between ...

Advisors can now automatically extract client data from financial documents and sync directly into eMoney Zocks, the privacy-first AI assistant for financial services, today announced the launch of ...

Co-led by Lightspeed Venture Partners and QED Investors, new round brings total funding to $65M and will expand AI capabilities from efficiency tool to business growth engine Zocks, the privacy-first ...

Artificial intelligence-powered note-taking tools are gaining traction in wealth management. Processing Content Jump and Zocks, two rapidly growing startups, have both seen significant investment and ...

Jim Hardeman, EVP of Product at Zocks, joins to discuss how AI note taking is revolutionizing the wealth management industry. He explains the functionalities of Zocks' AI platform, including meeting ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding round led by Motive Ventures. Lightspeed Venture Partners, Expanse Venture ...

Zocks, providers of an artificial intelligence assistant for financial services, has expanded the Zocks platform to help advisors provide financial advice after client and prospect meetings by ...