Notetaking AI app Zocks launched new features that can automatically transfer information from client meetings to a ...
New AI-powered capabilities enable advisors to provide advice faster, gain more clients, and increase the success rate of associate advisors Zocks, the privacy-first AI assistant for financial ...
Holistiplan's tax planning data and insights are now integrated into the Zocks AI platform. COLLEGE STATION, TEXAS / ACCESS Newswire / September 30, 2025 / Holistiplan, the leading tax planning softwa ...
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