Zocks, a privacy-first AI assistant for financial services, announced an exclusive partnership with Hightower, a national wealth management firm, making Zocks the sole AI assistant offered to Hightower financial advisors.
Through the partnership, Hightower advisors will be able to automate administrative and operational tasks that traditionally required significant manual effort. The platform captures information from client conversations, converts it into structured data, and synchronizes that information across advisor systems, including Salesforce, financial planning platforms, and portfolio management tools.
Zocks enables advisors to prepare for client meetings more efficiently while automatically generating meeting notes and follow-up tasks that can be sent to clients and synchronized across connected systems. The platform also streamlines onboarding by automatically entering data into planning tools and completing forms such as client intake documents and account opening paperwork, helping advisors deliver financial plans and onboard clients more quickly.
Hightower selected Zocks following a pilot program that evaluated two AI platforms. According to the company, advisors participating in the pilot responded positively to Zocks’ ability to reduce administrative workloads and improve workflow efficiency. Hightower also cited the platform’s two-way integrations, enterprise-wide client intelligence capabilities, and customizable support as key differentiators.
Built for enterprise environments, Zocks provides configurable access controls and oversight features designed to address data governance, privacy, and compliance requirements within the wealth management industry.
KEY QUOTES:
“Hightower has made significant investments in building a highly customized wealth platform designed to help our advisors deliver an exceptional client experience at scale. Zocks stood out as an AI technology partner because of its advanced analytics, integrations, security, and compliance capabilities. By embedding Zocks into our core workflows, we are enabling advisors to serve clients with even greater precision, speed, and care.”
Larry Restieri, CEO, Hightower
“Client expectations are rising faster than advisors can meet them with manual processes alone. With Zocks taking care of many operational tasks, Hightower advisors can focus on delivering the strategic guidance and white-glove service that the company is known for.”
Mark Gilbert, CEO, Zocks
“Our exclusive partnership with Hightower is an important moment for Zocks in the enterprise market. Hightower’s premier reputation in wealth management, combined with their rigorous due diligence process, validates our platform’s enterprise readiness and scalability.”
Drew DiMarino, Chief Revenue Officer, Zocks
