VestGen Wealth Partners has expanded its relationship with Zocks, a privacy-focused artificial intelligence platform for financial advisors, to support advisor productivity and organic growth.
VestGen advisors already use Zocks to automate administrative and operational work. Under the expanded partnership, the firm will more deeply integrate Zocks into its broader technology ecosystem to identify prospective clients, uncover opportunities within existing relationships and help advisors act on client needs more quickly.
Zocks captures meeting notes, converts client conversations into structured data and connects information across advisor workflows.
The platform integrates with Salesforce, eMoney and Orion, helping VestGen improve data consistency while reducing the amount of information advisors must enter manually into separate systems.
Zocks can also populate financial planning tools, client intake forms and account-opening documents using information collected during client conversations.
VestGen said these capabilities have helped its advisors improve efficiency, support business development and provide a more streamlined client experience over the past year.
The expanded relationship will extend Zocks’ automation and data intelligence capabilities into VestGen’s organic growth program.
The tools will help advisors identify high-value client needs, potential new relationships and opportunities to provide additional services across their existing books of business.
VestGen expects the partnership to free advisors from repetitive administrative work so they can spend more time developing client relationships and growing their practices.
Zocks said its AI Assistant can save financial advisors more than 10 hours per week by automating meeting documentation, drafting personalized client communications, processing documents and handling other routine responsibilities.
The platform also gives wealth management executives firm-wide visibility into client intelligence. Management teams can use those insights to identify trends, find workflow bottlenecks and apply successful advisor practices across the organization.
VestGen operates a wealth management platform designed to address advisor succession while maintaining continuity of service across generations.
The company integrates financial planning, wealth management, tax, insurance and legal services into a family office-style offering for advisors and their clients.
KEY QUOTES:
“An advisor’s most valuable commodity is time, and Zocks’ continued investment in its platform means we can offer our advisors the benefits of ongoing AI innovation that delivers clear returns to our organic growth goals.”
“Establishing partnerships with providers like Zocks is an important part of VestGen’s value proposition of helping advisors evolve and grow their practices.”
Jason Hanavan, CEO of VestGen Wealth Partners
“Because Zocks automatically and accurately enters data into planning tools, client intake forms and account opening paperwork, VestGen advisors can provide fast, high-quality service and bring in more clients.”
“Our expanded relationship helps them quickly identify and act on high-value client needs and opportunities across their entire book of business.”
Mark Gilbert, CEO of Zocks
