Cetera Selects Zocks to Offer AI Assistant to 12,000 Financial Professionals

Zocks brings proven workflow automation to Cetera’s network to help drive faster client service and new opportunities for business growth

Zocks, the privacy-first AI assistant for financial services, announced a strategic relationship with Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, making Zocks available to Cetera’s network of approximately 12,000 financial professionals and institutions.

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Cetera-affiliated financial professionals and their teams can now use Zocks to automate administrative and meeting tasks, onboard clients faster, and ultimately drive organic growth.

Zocks streamlines operational tasks that previously required hours of manual data entry. It captures information from client conversations, documents, and CRM data — such as money-in-motion milestones, brokerage statements, and financial and status changes — and turns it into structured data. Zocks then automatically creates meeting summaries to update the CRM and financial planning tools advisors use every day, including more than 370 fields in eMoney.

Additionally, Zocks pulls relevant information from these connected systems to automate meeting preparation, notes, personalized email replies, and more, all with up-to-date client context and data.

With these AI-powered automations and client insights, Cetera affiliates can reclaim time to build deeper client relationships and help drive organic growth in their practices. Additionally, Cetera leadership gains firm-wide visibility into client intelligence to help identify trends, spot bottlenecks, and scale best practices.

“Cetera is pleased to enter into this new agreement with Zocks, further enhancing the already abundant growth resources we provide to our financial professionals and institutions,” said Garrett Beam, Head of Digital Solutions for Cetera. “This collaboration expands our affiliates’ access to AI-enabled technology so they can devote more time and focus to helping clients pursue their financial goals.”

“Advisors today are stretched thin, and the gap between a great client conversation and a great financial plan costs them time and business,” said Mark Gilbert, CEO and Co-founder of Zocks. “Our partnership with Cetera gives thousands of advisors an AI system of work to get that time back, proactively serve more clients, and build the kind of connections that increase organic growth.”

The Zocks and Cetera collaboration comes on the heels of Zocks’ $45 million Series B financing round, co-led by Lightspeed Venture Partners and QED Investors, which brings total funding to $65 million. The new capital is accelerating Zocks’ expansion of its AI capabilities, helping advisors and firms uncover new planning opportunities and act on them across their entire book of business.

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