AI advisory firm Zocks has raised $45m in Series B funding, bringing total capital to $65m. This will enhance AI features for financial advisors, aiding in identifying planning opportunities. The platform integrates with various systems, automating tasks and suggesting actions based on client data. Currently used by 5,000+ firms.

Zocks CEO Mark Gilbert highlights the importance of AI advancements in meeting evolving client expectations. The company aims to provide personalized, proactive service by aggregating data to guide advisors in revenue-producing activities. Zocks is evolving into a system of insight for advisors and firms, emphasizing personalized client service.

Read more at Yahoo Finance: AI advisory firm Zocks lands $45m Series B investment