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Kestra Financial Partners with Zocks to Implement AI Assistant Solution

Nov 12, 2025

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Kestra Financial Partners with Zocks to Implement AI Assistant Solution

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Kestra Financial Partners with Zocks to Implement AI Assistant Solution

Kestra Financial Partners with Zocks to Implement AI Assistant Solution

November 12, 2025

Zocks and CreativeOne Form Strategic Partnership, Deepening Commitment to Advisor-Centered Innovation

Zocks and CreativeOne Form Strategic Partnership, Deepening Commitment to Advisor-Centered Innovation

October 15, 2025

Holistiplan and Zocks Announce Strategic Partnership to Streamline Advisor Workflows Through AI-Powered Automation

Holistiplan and Zocks Announce Strategic Partnership to Streamline Advisor Workflows Through AI-Powered Automation

September 30, 2025

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

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Jayce

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Create retirement income models based on different timelines and claiming strategies

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Michelle

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John & Michelle Smith Discovery Call

Dec 28, 2024

9:00AM - 9:54AM

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Financial Summary

Meeting Overview

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