Zocks, the financial services AI assistant, announced Tuesday a strategic relationship with Cetera Financial Group, making the technology available to the roughly 12,000 independent advisors and institutions in Cetera's network.
Cetera-affiliated financial professionals and their teams can use Zocks to automate administrative and meeting tasks and onboard clients, ultimately fueling organic growth, the tech firm said.
Zocks said it streamlines operational tasks that previously required hours of manual data entry, automates meeting preparation and produces summaries, financial planning tools and personalized email replies.
"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, Cetera's digital solutions head.
"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," Beam added.
Cetera firms managed about $640 billion in assets under administration and $294 billion in assets under management at year-end 2025.
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