Zocks: Osaic Partners with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
Zocks, a privacy-first AI platform for financial advisors, announced at the 2025 T3 Technology Tools for Today Advisor Conference in Dallas,a strategic... Read MoreThe post Osaic Partners with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity appeared first on citybiz.
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Zocks is a California-based AI-driven SaaS platform that captures data from conversations and automates workflows for financial advisors.
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