LaSalle St. Securities chooses Zocks as AI assistant for its advisors

We're excited to announce that LaSalle St. Securities has selected Zocks as an approved AI assistant for its network of more than 325 affiliated financial advisors, which collectively manage over $16 billion in assets nationwide. The firm chose Zocks for its ease of use, proven ability to save time and increase advisor productivity, and security and compliance controls.

"As a firm, we are deliberate and thoughtful about the technology and providers we partner with. Zocks has earned our trust with its comprehensive, compliance-first platform that’s built specifically for financial advisors. It will give our advisors significant time back in their week, time they can reinvest into serving clients and growing their practices," said Mark Contey, LaSalle’s Chief Business Development Officer.

Technology that supports long-term relationships

LaSalle St. has spent more than five decades building a firm based on partnership, integrity, and excellence. Its unique business model has helped the firm remain privately owned and independent, giving advisors the freedom to run their practices as entrepreneurs and with longevity in mind.

Financial advisors have a big responsibility in helping their clients achieve their goals, and relationships are deeply valued and nurtured. With Zocks, they can be more present in client meetings, save hours of admin work every day, and focus on what matters the most: building and fostering lasting relationships and trust.

How Zocks helps LaSalle St. advisors

Zocks can automate much of the administrative and operational work for LaSalle St. advisors, so they can:

• Walk into every client meeting prepared: Zocks automatically creates a one-page agenda with contextual history before a meeting
• Stay fully present in conversations: Zocks logs accurate notes and action items during the conversation, without recording
• Send follow-up emails immediately: Zocks drafts emails in the advisor’s voice, which can be sent in just one click
• Spend less time on paperwork: Zocks automatically completes intake, fact-finder, and account-opening forms using data captured from conversations
• Cut down on manual data entry: Zocks pulls data from tax returns and other documents into the correct fields in CRM and planning tools
• Meet compliance standards: Zocks ensures the highest standards of privacy and compliance, including no recordings, full control of their own data, and proper documentation without impeding productivity

‍Supporting the next generation of LaSalle St. advisors

LaSalle St. has been vocal about the great wealth transfer and next-gen advisor succession, both as a business priority and as a reason that advisor equity ownership matters. 

Zocks fits naturally into this strategic priority: a next-gen advisor starting a book of business can run a prospect meeting on Zocks, then use Zocks to turn that conversation into a completed intake form, an updated CRM record, and the start of a financial plan in eMoney — in days instead of weeks.

We're thrilled to welcome LaSalle St. Securities to the Zocks platform!

About LaSalle St.

LaSalle St. is a family of firms comprising LaSalle St. Securities, an independent broker-dealer; LaSalle St. Investment Advisors, a SEC-registered investment adviser; and LaSalle St. Insurance Services, a provider of annuity and insurance products. It has a singular mission of supporting the growth and success of independent financial advisors across the country. Founded in 1974 and based in Chicago, Illinois, LaSalle St. supports more than 325 financial advisors, has approximately $16 billion in total client assets, and is registered in all 50 states. The LaSalle St. companies offer a wide range of services, including brokerage, advisory, investment, and insurance. The firm clears primarily through National Financial Services, with custodial services through NFS parent Fidelity Investments. For more information, visit lasallest.com.