Zocks Communications' AI tools are now available to LPL Financial advisers through a partnership between the two firms, PLANADVISER — Advice reported.
The rollout covers LPL's more than 32,000 financial advisers and approximately 1,100 financial institutions.
For LPL advisers, Zocks captures data and context from client conversations, syncs it into LPL's WealthVision Premium planning tool and a connected CRM, and feeds automated prep notes for client meetings.
At Founders Financial Securities, Zocks is now part of the TRU Enterprise OS technology suite available to all member partners.
Reported by the Practice management desk from PLANADVISER — Advice. Published . Corrections