Zocks & Carson Group Boost Client Intelligence
Carson is leveraging Zocks advanced AI technology to build and update client profiles, capture meeting notes and tasks from conversations, and automate advisor workflows.
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Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a partnership with Carson Group, a financial services firm providing solutions, resources, and support to a nationwide network of advisors.
Through the partnership, Carson is leveraging Zocks advanced AI technology to build and update client profiles, capture meeting notes and tasks from conversations, and automate advisor workflows. Zocks is also streamlining replies to client email inquiries and surfacing broader insights across the firm’s advisor base. With seamless back office integrations, Carson and its advisors are gaining valuable client insights from across conversations, emails and CRM data.
“We’re thrilled to partner with Carson Group, a true innovator in the wealth management space,” said Mark Gilbert, CEO and co-founder of Zocks. “The rapid adoption we’ve seen with the initial 250 advisors and their staff in under eight weeks, speaks to both the platform’s immediate value and Carson’s commitment to embracing technology that transforms client relationships. We’ve already become a critical part of the firm’s workflows saving 45 minutes per meeting by automating critical tasks, replying to emails, and capturing specific data for the advisor and the firm in Salesforce.”
In just two months since launch, the partnership has demonstrated adoption and impact, with over 280 Carson Group users actively leveraging the platform to drive strategic insights and enhance client relationships.
“We’re always looking for client-centric solutions and strategic partners, to give our advisors an advantage and improve the experience we deliver to our clients,” added Dani Fava, Carson Group’s Chief Strategy Officer. “The incredible 97% weekly active usage rate among our advisors demonstrates how Zocks is enhancing our ability to understand and serve clients. This isn’t just about efficiency; it’s about unlocking deeper insights from every client interaction to deliver more value and drive better outcomes.”
The impact on individual advisory practices has been immediate and significant.
As Zocks continues to evolve its platform and Carson Group leverages these advanced capabilities, the collaboration is set to redefine client and business intelligence in wealth management while elevating industry standards for privacy and data security.
