Zocks' expanded platform streamlines the advice and onboarding process, while Broadridge doubles down on digital marketing.

Zocks, the privacy-first AI assistant for financial services, today announced the launch of its next-generation AI platform at Future Proof Festival in Huntington Beach, Calif.

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 ...