Kestra Financial announced Wednesday that Zocks, an artificial intelligence assistant, is now available to Kestra’s network of more than 1,300 financial professionals.
“Kestra’s financial professionals can now use AI in a practical, compliant way that fits seamlessly into their day-to-day work, and where they see immediate time savings and value,” Mark Gilbert, CEO of Zocks, said in statement.
Advisors affiliated with Kestra will "have built-in access to the Zocks AI assistant platform, specifically for the use of automating client meeting preparation, notes, and updates to CRM and planning systems, all while providing enterprise-grade security and compliance," the firms announced.
“AI is reshaping the way financial professionals operate — streamlining workflows, enhancing productivity, and scaling their impact,” added Vinay Kant, chief digital technology officer of Kestra Holdings.
“Our partnership with Zocks reflects our commitment to equip advisors with tools that save time, elevate service, and meet the compliance standards of our industry. Zocks offers the flexibility and ease our advisors need, and we’re excited to make this capability available to them,” Kant added.
Zach Tingle, a Kestra financial professional with Roseman Wealth Advisors, added in the statement that Zocks' AI tool "cut meeting prep and note-taking time substantially, giving our advisors back their most valuable resource — time."
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