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Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations
Jun 27, 2025
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4 mins read

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

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Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer

Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer

March 12, 2025
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Announcements
Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

March 6, 2025
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Announcements
Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an AI-Driven Edge in Productivity

Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an AI-Driven Edge in Productivity

March 5, 2025
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Partnerships
Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

February 12, 2025
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Partnerships
Welcome to the Zocks Blog

Welcome to the Zocks Blog

February 18, 2024
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4 min read
Announcements
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