AI & Finance™ | News for the Week Ending 3/7/25

Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM) solution for independent registered investment advisors (RIAs). Called Tandem, the new multi-custodial product is an enhanced CRM featuring a state-of-the-art reporting engine, secure document management vault, financial planning integrations and a modern client-facing portal. 

Tandem debuts this week at the 2025 T3 Technology Conference, which is taking place at the Hyatt Regency in Dallas, Texas. Live demos will be available to conference attendees at Advisor360°’s booth (#806) in the conference exhibit hall. 

This cloud-based offering from Advisor360° is built specifically for independent RIAs. In addition to its enhanced CRM functionality, Tandem equips RIAs with secure, AI-powered tools that automate financial workflows and address regulatory requirements in a seamless solution. The new tool leverages Advisor360°’s industry-leading technology platform and its recent acquisition of Parrot AI. 

Behavox, an AI insights company that transforms structured and unstructured corporate data into insights that safeguard and enhance businesses, today announced that Ion Pacific, a global investment manager specializing in innovative capital solutions for the VC-backed technology ecosystem, has contracted with Behavox for its Intelligent Archive following its successful registration with the SEC on January 30, 2025. 

Ion Pacific, which operates globally from offices in Los Angeles, New York, Zurich and Hong Kong, recognized the increasing need for an integrated ecosystem that can seamlessly integrate diverse data sources. By selecting Behavox, Ion Pacific will benefit from a single-tenant technology stack that streamlines compliance processes, reduces infrastructure costs, and mitigates data integration challenges, all while enhancing compliance readiness across jurisdictions. 

The selection follows Ion Pacific’s evaluation of multiple vendors to ensure that the selected vendor could meet the SEC’s requirements and provide additional value as Ion Pacific pursues its strategic expansions. 

Binance, the global blockchain ecosystem behind the world’s largest cryptocurrency exchange, has announced its sponsorship and strategic support for the Global Fintech Institute (GFI) to advance fintech education, professional development and innovation. This collaboration aims to equip professionals with the skills needed to thrive in an era defined by artificial intelligence (AI), blockchain, and evolving financial regulations. 

As part of this initiative, Binance is excited to sponsor over 500 scholarships for GFI’s latest course, Foundation in Crypto Regulation and Compliance. The course is catered for professionals in regulatory bodies, financial institutions, and compliance roles, especially those with a passion and curiosity for crypto. 

Designed by leading industry experts and academics, this 16-hour online program provides regulators and compliance professionals with a comprehensive understanding of blockchain, cryptocurrency, and financial regulations. Participants will also gain hands-on insights into numerous important areas such as AML/KYC compliance and financial crime prevention, blockchain forensics and cross-border regulatory frameworks, RegTech solutions, and more. By the end of the course, attendees will be well-equipped to tackle compliance challenges, mitigate risks, and adapt to the evolving crypto landscape. 

Consulting IQ, the AI-powered digital business platform for small and medium-sized businesses (SMBs), announced today that it has joined Visa SavingsEdge. This program aims to provide value-added solutions to SMBs across the United States and Canada by offering savings, tools, and resources to support their growth. 

Consulting IQ stands out for its transformative approach to business consultancy. By combining AI-driven insights with real-world consulting expertise, the platform helps SMBs navigate challenges, seize growth opportunities, and prepare for the future in an increasingly complex and rapidly changing global economy. 

Through this collaboration, Visa’s SMB customers and participating financial institutions will gain access to Consulting IQ’s advanced AI solutions. These resources include a preloaded library featuring over 4,500 business prompts, a comprehensive KPI library with more than 2,000 performance indicators, a dedicated forum, a marketplace, masterclasses, and personalized consulting from experienced business strategists. These tools help SMBs improve decision-making, optimize operations, and accelerate growth. 

Dock and Credibanco have joined forces to support Bre-B, a new instant payments tool launched by Colombia’s Banco de la República to transform the Colombian payment system. Credibanco, recognized for creating electronic payments in Colombia, and Dock, a leader in banking and digital payments in Brazil and Pix participant, will serve as an intermediary for this innovative solution. Bre-B aims to transform the Colombian payment ecosystem by offering businesses, companies, and individuals safe, secure, and efficient transfers available 24 hours a day. 

Launching in September 2025, the system will revolutionize transfers in Colombia with real-time payments, reducing transaction costs, eliminating waiting times, optimizing cash flow, and improving the overall payment experience. The use of keys and QR codes make the technology accessible to unbanked people and businesses while it adheres to the highest security standards, promoting innovation, financial inclusion and minimizing fraud. 

To facilitate the adoption of this new system, Credibanco will support its customers — banks, cooperatives, fintechs, commerce and companies — at each stage of the integration process with Bre-B through specialized technical support, onboarding tools, and educational resources to simplify implementation. 

Global business advisor EisnerAmper announces that David Frigeri has been named Partner and the firm’s Chief Artificial Intelligence Officer (“CAIO”). 

With more than 25 years of experience, David is ranked as a top 10 global AI leader and consultant, helping businesses navigate effective AI adoption. Prior to joining EisnerAmper, he guided organizations on developing AI tools, RPA, and machine learning to optimize internal processes and scale client solutions—overseeing the full AI development lifecycle from concept to deployment. 

David will lead EisnerAmper’s AI strategy and innovation initiatives. He will work closely with leadership to align AI programs with the firm’s vision, identifying areas where AI, machine learning, and automation can add value to our clients, improve operations, and deliver measurable value. 

Emburse, whose innovative travel and expense solutions power forward-thinking organizations, today announced the launch of new AI capabilities across its suite of solutions. Emburse AI tackles the most common frustrations in expense and invoice management to reduce time and manual effort, improve accuracy, and streamline processes for finance teams and business travelers. 

Emburse AI is highly accurate, efficient and purpose-built for specific tasks, underscored by a commitment to solving real customer pain points like time-consuming data entry and long reimbursement times. It is designed to deliver intelligent and proactive insights, autonomously streamlining tasks such as document transcription, spend classification and audit and risk assessment, to meet the current and future needs of finance teams and users. Moreover, Emburse AI is highly adaptive to the latest AI engine advancements and evolves as quickly as the technology does, enabling organizations to stay ahead of what’s next. 

Emburse AI is trained using responsibly-sourced data from Emburse’s over 1 billion spend transactions, which powers an unparalleled understanding of users’ needs for automation and financial intelligence. The latest release enhances receipt and invoice processing, while future updates will include AI-powered, predictive insights. 

Global analytics software leader FICO was awarded new patents by the U.S. Patent and Trademark Office, encompassing technologies in fraud, artificial intelligence, machine learning, decision management and cybersecurity. The new patents showcase FICO’s continuous innovations and leadership in operationalizing AI to deliver tangible results. 

To date, FICO’s patent portfolio includes over 200 U.S. and international patents. These patents represent innovative technologies aimed at helping drive profitability, customer satisfaction, customer protection, and growth across industries such as financial services, telecommunications, healthcare, retail, transportation, supply chain, and more. 

The technology covered by FICO’s new patents include data privacy protection, facial recognition for user authentication, attributing reasons to predictive model scores, a data distillery for signal detection, and identifying biases and weaknesses in the datasets used by AI models.   

Glia, the leader in customer interaction technology for high-trust sectors, today announced a strategic partnership with COCC, an industry-leading fintech provider, to redefine customer interactions within COCC’s digital banking platform. The partnership enables COCC to provide its community bank and credit union clients a transformed and frictionless customer experience through the power of unified interactions unlocked by Glia’s ChannelLess® platform — driving efficiency, loyalty, and revenue. 

Glia is unifying human and AI across voice and digital customer interactions with its single platform purpose-built for high-trust organizations. By leveraging Glia’s ChannelLess® architecture, COCC’s digital banking customers now provide seamless transitions across all interactions — without losing context or data. These capabilities empower community financial institutions to personalize customer interactions at scale, helping them grow their businesses and provide exceptional service experiences. 

Early adopters of the Glia and COCC integration include Financial Resources FCU. Ruth Nono, VP of Retail Banking at the credit union, said, “By leveraging Glia through COCC’s digital banking platform, we can now meet members wherever they are and seamlessly transition across all interaction points as needed without any friction, boosting efficiencies and creating a stronger member experience.” 

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its “Ask Anything” assistant. This next-generation natural language interface allows advisors to seamlessly interact with their calendars, CRMs and wealth planning tools using simple, everyday language. The feature eliminates the need to navigate between different software to get answers about a client and initiate tasks. 

The new feature complements GReminders’ existing suite of productivity tools, designed to streamline advisors’ everyday operations by leveraging their existing systems with compliance in mind. The system only uses client data from integrated platforms and excludes external market data, minimizing the risk of inaccurate or irrelevant responses. 

The “Ask Anything” assistant will be available in March and will be included at no additional cost for subscribers of GReminders’ Base Business plan. 

JBI Metia has announced the release of its groundbreaking product, MacroScore™, in strategic partnership with EIU, the business intelligence arm of The Economist Group, a leading authority on international business and world affairs. The new product is set to redefine the landscape of economic research and market intelligence by integrating JBI Metia’s AI capabilities with EIU’s data-driven insights and expert macroeconomic analysis. 

By leveraging EIU’s extensive knowledge bases and analytical frameworks, MacroScore provides wealth managers with access to high-quality, actionable data insights. MacroScore allows investors and investment managers alike to leverage Economist Intelligence’s macroeconomic risk scores and expert analysis for better informed decision-making, provides actionable insights into macroeconomic risks and enables optimization of portfolio strategies in light of macroeconomic considerations. MacroScore also empowers wealth managers and advisors to better communicate with their clients. 

MacroScore revolutionizes portfolio risk assessments by providing organizations with a simplified macro view derived from the integration of geopolitical and macroeconomic forecasts with relevant financial and operational risk scores, alongside expert analysis and commentary. The platform provides trusted macroeconomic data from Economist Intelligence, covering more than 200 countries and 6 industries with forecasts extending to as far out as 2050. 

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced its approval as an official technology vendor for Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions. This strategic relationship brings Jump’s advanced AI platform to Osaic’s expansive network of wealth management professionals, empowering them with tools designed to streamline workflows, strengthen compliance and significantly reduce administrative burdens. 

Jump offers several key benefits to Osaic’s network of financial professionals. Streamlined workflows allow advisors to spend more time building client relationships and less on manual data entry, while AI-powered note taking delivers accurate documentation, reducing regulatory risk. Additionally, by minimizing administrative tasks, Jump supports scalability—allowing financial professionals to efficiently manage growing client bases without increasing their administrative workload. This partnership reinforces Jump and Osaic’s shared commitment to empowering advisors with advanced technology that supports heightened productivity and creates a more efficient, client-focused experience. 

Jump has quickly emerged as a leader in AI-driven efficiency for financial advisors, recently earning the highest market share results in the latest T3 survey’s Transcription/Text Capture Services and Onboarding and Proposal Generation Tools categories compared to other advisor AI tools. In addition, the platform received ‘extraordinary’ high user satisfaction ratings. Since its founding in 2023, Jump has quickly established itself as an essential productivity tool for advisory firms of all sizes—ranging from solo practitioners to large enterprise-level registered investment advisors (RIAs) and independent broker-dealers (IBDs). The company recently closed a $20 million Series A funding round, bringing its total capital raised to $24.6 million. 

Merchant, a global operating company providing growth capital, management resources, strategic opportunities, and guidance to independent financial services companies, today announced a strategic growth partnership with Venning Advisors, a full-service CPA and advisory firm with 150+ professionals across 15 U.S. offices. 

Originally founded in New England in 1978, Venning is dedicated to helping SMBs and enterprise businesses, individuals, governments, non-profits, and trusts/estates with a comprehensive approach to their financial, tax and operational complexities and taking the industry forward with several AI-based initiatives to help solve for “what’s next” in the financial services arena. 

As part of the firm’s U.S. growth strategy, Venning presents a compelling succession planning opportunity for CPA professionals, providing a customized pathway for seasoned CPA practitioners to transition their practices to Venning while preserving their clients, staff and legacy. By leveraging this platform, CPAs can transition their practice to a fellow CPA to ensure the most optimal continuity of service with a seamless integration. 

Modern Treasury, the leading payment operations platform built for the Instant Economy, and Brico, the first automated financial licensing platform, today announced a partnership to accelerate the shift to embedded payments. Together, they have a goal of helping joint customers seamlessly obtain and maintain money transmission licenses connected to payment operations data and infrastructure. 

Modern Treasury’s payment operations software platform will provide mutual clients with an integrated money movement solution, with all the licensing compliance driven by Brico. 

Embedded payments is one of the fastest growing sectors across the payments industry as entire industries and workflows digitize. According to Juniper Research, embedded payments’ global transaction value will increase 134% by 2028, up from $1.1 trillion in 2024. 

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the acquisitions of Lumonic Inc., a private credit portfolio monitoring and management platform, and Dealview Technologies Limited (DealX), a provider of standardized U.S. commercial mortgage-backed security (CMBS) and global collateralized loan obligation (CLO) data. These acquisitions will strengthen Morningstar’s private credit and structured finance offerings, with advanced solutions designed to deliver efficiency, transparency, and enhanced decision-making to institutional investors and asset managers. The Lumonic acquisition closed on March 3, 2025, and the DealX acquisition closed on March 1, 2025. Terms for both transactions were not disclosed. 

Lumonic’s proprietary platform is purpose-built for private credit lenders, automating covenant compliance, financial tracking, and AI-driven portfolio analytics. This acquisition brings PitchBook, a Morningstar company, into the burgeoning portfolio monitoring space. It empowers private credit investment professionals to manage and analyze their portfolios alongside PitchBook’s industry-leading private capital data. Lumonic will operate as a subsidiary of PitchBook, which will provide expanded support and resources while allowing Lumonic to stay committed to delivering innovative solutions that modernize credit portfolio workflows. 

DealX brings extensive expertise in clean, standardized U.S. CMBS and global CLO data, strengthening Morningstar’s analytics capabilities in the structured finance sector. Already engaged in a strategic partnership with Morningstar Credit, DealX played a significant role in launching CRE Analytics, a platform offering investors centralized insights into loan and bond trends across CMBS deals and commercial real estate lending more broadly, supported by Morningstar’s credit assessments. Now fully integrated, Morningstar expects that DealX will bolster Morningstar Credit’s position as a leader in CMBS analytics while expanding its reach to private credit and leveraged loan markets. 

Palantir Technologies Inc. (NASDAQ: PLTR) and TWG Global (TWG) today announced a joint venture to redefine AI deployment in banking, investment management, insurance and other financial services. By pairing Palantir’s unmatched AI infrastructure with TWG’s deep expertise in business operations and financial services, this initiative will enable financial institutions to integrate AI at scale—moving beyond fragmented, piecemeal solutions to a singular, fully embedded, enterprise-wide approach. 

Led by Palantir CEO Alex Karp and TWG Global’s Mark Walter, Thomas Tull, and Chief Data & Analytics Officer Drew Cukor—the joint venture brings together a team with a deeply established history of collaboration, spanning over two decades in deploying AI at scale across high-stakes defense, government, and commercial applications. Over the past year, TWG and Palantir have actively worked together to embed AI into TWG’s own companies, refining their approach and proving its impact. This is the next step in that effort—a battle-tested, operational AI offering designed to revolutionize financial services and insurance and accelerate industry-wide adoption. 

More than a mere partnership, this initiative represents a fundamental rethinking of AI’s role in business—moving beyond a tool managed by IT teams to an “artificial workforce” integrated into every core function. Leaders who understand strategy, human capital, and operational impact must take ownership of AI—not as a side project, but as the backbone of their business’s growth and resilience. This isn’t optional. As industries shift at an unprecedented pace, AI is the defining factor of who leads and who falls behind in the next era of global competitiveness. 

Pricefx, the global leader in AI-powered pricing software, today announced it will add two key executive leaders to further accelerate the company’s growth trajectory and track record of operational excellence. The appointments of Gary Sher as Chief Financial Officer (CFO) and Lindsay Sanchez as Chief Marketing Officer (CMO) follow an exceptionally strong 2024 in which Pricefx grew subscription revenue 38% year-over-year and secured an impressive 97%+ retention rate. Bringing on these seasoned technology executives demonstrates Pricefx’s continued commitment to building a world-class, global leadership team who will help the company scale and expand its leadership position in the rapidly evolving pricing software market. 

Over his career, Sher has demonstrated outstanding leadership and financial expertise. As CFO, he will lead the company’s finance and data functions, continuing to focus on delivering operational excellence, driving financial discipline, and supporting Pricefx’s ambitious growth plans. Sher was previously CFO at Inbox Insight, a B2B martech software company, and at LHV Bank, a SaaS banking platform for fintech companies. His career also includes key finance and strategy roles at Starling Bank and Ayondo, where he guided the latter to a successful IPO in Singapore. 

Sanchez has 25 years of experience in B2B enterprise marketing and digital sales at both large technology companies and high-growth startups. She has held global leadership roles spanning marketing strategy, partner enablement, industry solutions, and market intelligence. Most recently, Sanchez was CMO at Khoros, a community management software company. Previously, she held a variety of senior marketing and partner roles during two tenures at Citrix, a cloud virtualization company, and was CMO at Kore.ai, an AI agent platform and no-code solution. 

Prudential Financial, Inc. (NYSE: PRU) announced today an expanded strategic relationship with Workday Inc. that harnesses the power of data and AI to help employers better tailor their benefits programs to meet the needs of their workforce. 

Prudential Group Insurance joins Workday Wellness, an AI-powered solution designed to revolutionize employee benefits experiences, to further enhance its PruExchange suite of connectivity capabilities for benefit administrators and employers. This will help enable Group Insurance and Workday to connect more efficiently with nearly 200 mutual clients supported by certified on-staff professionals. 

Additionally, the data-sharing capabilities facilitate smoother onboarding and enrollment, faster deployment of Prudential products to Workday customers, and a more seamless implementation experience. 

PureFacts Financial Solutions (“PureFacts”), an award-winning provider of end-to-end revenue management solutions for the investment industry, announced today the appointment of three executives to its C-suite. Robert O’Boyle joins as chief revenue officer (CRO), Anuradha (Anu) Dodda as chief technology officer (CTO) and Stephen Tkaczyk as chief financial officer (CFO). These strategic additions will complement PureFacts strong leadership team and catalyze the company’s next phase of expansion and innovation. 

O’Boyle will lead the charge to accelerate the adoption of PureFacts’ revenue management platform, expand into new client segments and facilitate seamless execution of go-to-market strategies. With more than 25 years of experience in financial services and wealth management, he has held leadership roles at InvestCloud and Advent Software (SS&C), where he optimized sales teams and drove revenue growth. O’Boyle will oversee the sales and marketing teams from New York City. 

Dodda, a recognized leader in generative artificial intelligence (AI), data analytics and cloud computing, will steer PureFacts’ technology strategy to enhance product innovation and improve client engagement. With a career spanning nearly three decades, she has held senior technology roles at Thomson Reuters, RBC, Manulife and IBM. She will focus on leveraging AI and advanced analytics to support operational excellence, product delivery and innovation to create new value for clients. 

Reveleer, the leading value-based care enablement platform, today announced the launch of its next generation retrospective risk technology, designed to advance risk adjustment programs with unparalleled accuracy, efficiency, and compliance. 

As payers and providers navigate increasingly complex regulatory environments, accurate risk adjustment has never been more critical. Reveleer’s advanced technology ensures precise Medical Record Review (MRR) while improving operational and financial impact without compromising compliance. By harnessing the power of AI with EVE (Reveleer’s Evidence Validation Engine), Reveleer now leads the market through its predictive clinical insights with up to 99% accuracy, advanced dynamic clinical validation, and intelligent automation that reduces coding duration by up to 42.5%. Combined with a modern user experience, Reveleer is transforming retrospective risk with remarkable accuracy, productivity and financial performance for its customers. 

Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, today welcomes Eric Hurkman as its first chief technology officer (CTO). Hurkman joins Savvy Wealth to lead the continued evolution of its artificial intelligence (AI)-powered technology platform, which powers the growth of independent advisors and advisory teams and helps them serve the comprehensive needs of high-net-worth clients. 

As Savvy Wealth’s national affiliate registered investment advisor (RIA), Savvy Advisors (Savvy) has grown its team to over 40 financial advisors. Hurkman will be responsible for driving product innovation within the Savvy Wealth platform, supporting its growth and scalability, and improving the user experience for Savvy’s advisors and their clients. Over the next 12 to 18 months, Hurkman will also lead the expansion of Savvy Wealth’s product development, design, engineering and AI teams. 

Hurkman is a career software engineer with over a dozen years’ experience building and leading engineering teams and developing software in the fintech industry. Most recently, he spent over four years as a vice president of engineering at Carta, where he led the development of its venture capital solutions. Hurkman had previously joined Carta early on, where he built out its equity management and investor services platforms and engineering teams. His prior experience includes CTO at Say Technologies, a financial services platform acquired by Robinhood, and DrChrono, an electronic health records platform for doctors. He also served as vice president of engineering at Maven Clinic, a women’s and family health company. 

Socure, the leading provider of artificial intelligence (AI) for digital identity verification, compliance, and fraud prevention, today announced the launch of the company’s first AI-powered assistant for its Global Watchlist Screening and Monitoring solution. This industry-first AI-driven assistant transforms watchlist screening by drastically improving how organizations handle sanctions, politically exposed persons (PEP), and adverse media matches. Socure’s solution delivers unmatched speed, accuracy, and efficiency by reducing false positives, accelerating case reviews, and improving analyst decision-making. 

Traditional watchlist screening is often plagued by inefficiencies that strain compliance teams—high false positives, time-consuming manual reviews, and regulatory complexity. Financial institutions, fintechs, and global organizations face mounting pressure to comply with rapidly evolving restrictions from agencies like OFAC, with penalties for non-compliance exceeding $8 billion globally over the past two years. 

Socure’s Global Watchlist Screening and Monitoring solution introduces a patent-pending, two-stage scoring system providing dual controls. The first stage assigns a Name Match Score, creating a candidate pool by assessing how closely a customer’s name aligns with watchlist entries. This is then enriched with additional personally identifiable information (PII) for a clearer risk assessment. 

Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for leading brands, and Cedar, the leading patient financial experience platform for healthcare providers, today announced Twilio is powering Cedar’s patient communications across SMS and Voice, including via Twilio’s AI-powered ConversationRelay service, with the goals of improving the patient financial experience, driving operational efficiency and delivering cost reduction. 

Navigating healthcare bills can be overwhelming, particularly for patients managing multiple providers or facing the burden of being uninsured. Simultaneously, healthcare providers are inundated with thousands of daily inquiries from patients seeking clarity on their financial obligations, driving up administrative costs. Cedar is addressing this systemic challenge by leveraging Twilio’s scalable communications technology, seamlessly integrating it into its platform to enhance accessibility, streamline patient interactions, and create a more intuitive financial experience—while also reducing operational expenses for providers. 

Twilio’s ConversationRelay service, which enables developers to create robust natural voice AI agents by seamlessly integrating real-time streaming, speech recognition, and interruption handling, will support HIPAA-eligible use cases in the coming weeks for healthcare providers. 

The convergence of artificial intelligence, zero-knowledge, and decentralized finance represents a transformative frontier in blockchain technology. By combining Zeko’s zero-knowledge protocol, with Shinkai’s AI agents, and Lumina’s decentralized exchange capabilities, developers can create sophisticated, privacy-preserving automated transaction workflows that redefine blockchain computational efficiency and data protection. 

Zeko is excited to announce ZekoAI, a brand new way to programmatically create decentralized AI agents, in partnership with Shinkai. This integration delivers remarkable advantages for developers and companies building decentralized, autonomous AI solutions powered by zero-knowledge technology. By executing computations privately and generating verifiable proofs, the system achieves an optimal balance between confidentiality and transparency. The off-chain processing dramatically reduces computational overhead and cost, while the zero-knowledge proofs ensure easy verifiability by independent parties. 

The AI agents built by Shinkai introduce a layer of adaptive intelligence that can dynamically optimize workflows, assess market conditions, and execute strategies with minimal human intervention 

Zocks, a privacy-first AI platform for financial advisors, today announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions. 

Through this relationship, Osaic’s network of more than 11,000 financial professionals will gain access to Zocks’ AI-powered platform, designed to automate workflows, streamline client communications, and unlock deeper insights from every client interaction. 

By integrating Zocks’ Client Intelligence Platform, Osaic financial professionals can capture key client information effortlessly, reducing administrative burdens while maintaining the highest standards of privacy and security. The relationship underscores Osaic’s commitment to equipping its financial professionals with cutting-edge technology that enhances productivity and client engagement.