Zocks, a privacy-first AI platform, has announced a strategic partnership with Carson Group, a leading financial services firm supporting a nationwide network of advisors. This collaboration empowers Carson’s advisors with AI-driven insights, automated workflows, and enhanced client engagement.

"We're thrilled to partner with Carson Group, a true innovator in the wealth management space," said Mark Gilbert, CEO & Co-founder of Zocks. "The rapid adoption by 250 advisors in just eight weeks highlights the platform’s immediate value and Carson’s commitment to tech-driven client relationships."

How Zocks is Revolutionizing Wealth Management

AI-Powered Client Profiles – Automatically updates client information from conversations
Meeting Notes & Task Automation – Saves 45 minutes per meeting by capturing critical insights
Email Assistance – Streamlines responses to client inquiries
CRM Integration – Syncs seamlessly with Salesforce for real-time data access
Firm-Wide Insights – Surfaces key trends across advisors

"The 97% weekly active usage rate among our advisors speaks volumes," said Dani Fava, Chief Strategy Officer, Carson Group. "This isn't just about efficiency—it’s about unlocking deeper insights to drive better client outcomes."

A New Era for Wealth Management AI

With over 280 Carson Group users actively leveraging Zocks, this partnership is set to redefine client intelligence in wealth management, setting new standards for data privacy, security, and advisor efficiency.