June 25, 2025

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a new integration with PreciseFP, an award-winning client engagement and […]
April 27, 2016

The Evolution of Professional Software for Advisors

I’m walking through the T3 exhibit hall, enjoying that “kid in a candy store” experience that young techies feel at the Consumer Electronics Show.  There seems […]