SEI partners with Zocks to deliver ai-native workflow automation for financial advisors. Quick summary. SEI has partnered with Zocks to integrate a specialized AI assistant for financial advisors into its wealth management ecosystem. This collaboration enables firms to automate administrative tasks like meeting notes and CRM updates, allowing advisors to focus on client relationships while advancing SEI's goal of becoming an AI-native organization. How does Zocks automate advisor workflows? The integration of Zocks into the SEI ecosystem addresses the administrative burden that often hinders advisor productivity. By leveraging agentic AI technology, the platform transforms client conversations into structured data, automating the most time-consuming parts of the wealth management lifecycle. Key automated features include: * Meeting preparation and real-time note-taking. * Automated client follow-up communications. * Instant CRM and planning updates. * Streamlined client onboarding and form completion. This automation is designed to save advisors 10+ hours a week, converting manual tasks into actionable intelligence that integrates directly with existing firm technology stacks. What results has SEI delivered in its AI strategy? This partnership is a tactical execution of SEI's broader AI-native transformation strategy. Following the appointment of a Chief AI Strategist in June, SEI is focusing on practical AI adoption rather than mere experimentation. The collaboration with Zocks provides advisors with discounted pricing and specialized resources to ensure thoughtful implementation of automated tools. "Advisors are moving beyond AI curiosity and looking for practical ways to embed intelligent automation into the workflows that matter most to their businesses," said Erich Holland, Head of SEI's U.S. Wealth and Advisor Business. By providing enterprise-grade compliance and reporting through Zocks, SEI ensures that scaling through AI does not compromise data security or regulatory standards. How does this strengthen client engagement? By removing the friction of manual data entry, advisors can dedicate more time to personalized financial advice. Zocks allows firms to identify growth opportunities and anticipate servicing needs by analyzing client intelligence gathered during everyday conversations. This shift from time savings to deeper productivity ensures that the AI assistant for financial advisors serves as a bridge to more proactive client management. "Together, we can help more advisors use AI to streamline meeting workflows, accelerate follow-up, improve data quality, and create more capacity for the client relationships that matter most," stated Jim Hardeman, Executive Vice President of Product at Zocks. Ff news take: SEI's move to integrate Zocks is a significant step in the wealthtech arms race. While many firms talk about AI, SEI is delivering tangible utility by tackling the specific 'paperwork' pain points that plague RIAs. By saving 10 hours per week, this partnership directly moves the needle on advisor profitability and scalability, proving that the future of wealth management lies in agentic automation. Featured speakers.

VestGen Wealth Partners expands relationship with Zocks to enhance organic growth enablement platform. Advisors to leverage Zocks' advanced AI tools to drive organic growth VestGen | August 4, 2026 Advisors to leverage Zocks' advanced AI tools to drive organic growth CHICAGO, AUGUST 4, 2026 - VestGen Wealth Partners, LLC (VestGen), the wealth management firm revolutionizing the industry by solving for advisor succession while providing dedicated client service across generations, announced today it has expanded its partnership with Zocks, the privacy-first AI platform for financial advisors. In addition to using Zocks' AI tools to automate administrative and operational tasks, VestGen advisors can now leverage the tools within the firm's larger ecosystem to drive AI-enabled organic growth. "Zocks has also been a strong partner from both a support standpoint and its ability to consistently execute on an ambitious product roadmap, and that's why we expanded our engagement," said Jason Hanavan, CEO of VestGen. "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. Establishing partnerships with providers like Zocks is an important part of VestGen's value proposition of helping advisors evolve and grow their practices." Over the past year, VestGen advisors have leveraged Zocks to build efficiencies, increase organic growth and enhance the client experience. The current set of AI tools captures meeting notes and structures client data while integrating directly with Salesforce, eMoney and Orion, creating a more seamless advisor workflow and improving data consistency across VestGen's systems. The expansion of the relationship extends the firm's unique organic growth program to further automate key tasks and provide high-quality, data-informed insights regarding potential clients and growth opportunities for current VestGen clients. "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." Zocks' AI Assistant for financial advisors saves them more than 10 hours a week by automating various administrative tasks, drafting tailored client emails, processing documents and more. With powerful integrations and enterprise-ready controls, Zocks turns client conversations into structured, accurate data and insights. The platform also provides management with firm-wide visibility into client intelligence to help identify trends, spot bottlenecks, and scale best practices. About VestGen Wealth Partners VestGen Wealth Partners, LLC is a first-of-its-kind wealth management ecosystem designed to seamlessly connect advisors, families, and their legacies under one unified platform. By combining cutting-edge technology, intergenerational talent, and unwavering commitment to client success, VestGen is redefining what it means to preserve wealth and relationships for generations. VestGen integrates comprehensive financial planning, tax, wealth management, insurance, and legal services into a family office experience, providing clients with the personalized and sophisticated service they deserve. With a mission to build wealth, preserve legacies and empower the future of wealth management, VestGen is poised to become the premier destination for advisors and investors alike. For more information, visit vestgen.com. Disclosure VestGen Advisors, LLC is an SEC-registered investment advisor. For more information, visit vestgen.com. About Zocks Zocks is the privacy-first, agentic AI Platform for financial advisors and financial firms. Its AI assistant saves advisors 10+ hours a week by automating manual tasks and turning every client conversation, email, and document into structured data that's deeply integrated with a firm's technology stack and AI ecosystem. Advisors can build plans and onboard clients faster, find growth opportunities, anticipate servicing needs, and ultimately grow their business - all in a platform built with enterprise-grade compliance, reporting, and controls. More than 5,000 firms, including 6 of the 9 Barron's Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2. Learn more and start a free trial at zocks.io. Media Contact Donald C. Cutler Haven Tower Group, LLC. [email protected] Media Contact (for Zocks) [email protected]

AI product & service launches - 8/3/2026. WealthReach acquires AdvisorRankings; Zocks launches scheduling tool for adviser workflows; Retirement Health Solutions joins Integrity; and more. Reported by WealthReach Acquires AdvisorRankings. WealthReach Inc., an artificial-intelligence-powered platform for registered investment advisers and wealth management firms, acquired AdvisorRankings, a specialized search engine optimization and AI search optimization agency for financial advisers. The transaction brings AdvisorRankings' adviser-specific search and website expertise in-house offering to WealthReach's platform. AdvisorRankings was founded in 2010 by Brent Carnduff. Following the acquisition, the firm will continue operating as a brand under WealthReach, with Carnduff leading business development and contributing directly to WealthReach's SEO and AI search capabilities. Zocks launches scheduling tool for adviser workflows. Zocks Communications Inc., an artificial intelligence platform for financial service companies, launched Zocks Scheduling, a new feature that automatically books meetings directly from conversations and emails. Zocks Scheduling analyzes the details of a client meeting or email and then automatically proposes the next booking. Advisers can also use the feature to turn client insights across their book into meetings. The booking draws on Zocks' data from past client conversations, as well as relevant data from client relationship management, planning tools and other connected systems, to build a one-page meeting preparation summary. Retirement Health Solutions to use AI tools from new owner Integrity. Retirement Health Solutions, a marketing organization based in Salt Lake City, will leverage IntegrityConnect, an artificial intelligence-powered platform and business tool from Integrity LLC, to manage workflows. The agreement resulted from Integrity, a distributor of life and health insurance and provider of wealth management and retirement planning solutions, acquiring Retirement Health Solutions. Retirement Health Solutions, which is led by David Burns, Chris Phelps and Mark Jensen, will also gain access to Ask Integrity[,] an AI-powered and voice-activated digital assistant delivering data analysis and recommendations for users. Financial details of the acquisition were not disclosed. AMCAP launches Agentic AI platform. AMCAP Capital Management launched AMCAP Agentic AI, an autonomous intelligence platform designed for private wealth management and asset allocation. AMCAP Agentic AI is a multi-agent tool capable of analysis of global markets for liquidity adjustments, derivative premiums and yield discrepancies. AMCAP has a standard edition, which delivers automated rebalancing, multi-asset data feeds and institutional-grade risk monitoring, and a premium edition, which has a 24/7 AI client assistant tailored for high-net-worth individuals and private wealth clients. Cowbell releases OMNI. Cowbell Insurance, a provider of artificial intelligence-powered cyber and specialty insurance for small and medium-sized enterprises, launched OMNI, an AI decision intelligence system. Built on the Cowbell Platform, OMNI assists in claims, cybersecurity services, customer engagement, product development and operational workflows. It also analyzes submissions, evaluates complex risk, gathers internal and external underwriting intelligence and generates transparent coverage and pricing recommendations.