Chicago-based VestGen Wealth Partners announced it has expanded its partnership with Zocks, an AI platform provider for financial advisors. The expansion extends Zocks’ AI-enabled organic growth program to further automate key tasks and provide data-informed insights regarding potential clients and growth opportunities for existing VestGen clients.
VestGen advisors already use Zocks to produce meeting notes and structure client data through tools that integrate with Salesforce, Orion and eMoney.
Jason Hanavan, CEO of VestGen said, “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.”
“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,” said Mark Gilbert, CEO of Zocks. “Our expanded relationship helps them quickly identify and act on high-value client needs and opportunities across their entire book of business.”
VestGen provides integrated financial planning, tax, wealth management, insurance and legal services to families.
Zocks provides an agentic AI-based platform with an emphasis on privacy to more than 5,000 firms, according to the firm.
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