Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, and Commonwealth Financial Network (“Commonwealth”), a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announces its partnering to implement Zocks’ technology across Commonwealth’s advisor network.

The collaboration reflects Commonwealth’s focus on scaling advisor efficiency in a way that strengthens the firm’s client-centric approach. Commonwealth selected Zocks as its exclusive partner for its advisor–specific design, accuracy and depth of data capture, its ability to accelerate pre and post meeting workflows, and its robust enterprise user management and compliance controls.

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“Zocks was built from the ground up to meet the real-world needs of busy financial advisors,” said Mark Gilbert, CEO of Zocks. “We’re proud to partner with Commonwealth to equip their advisors with a tailored solution that streamlines workflows, enhances client service, and drives meaningful results across its community.”

Zocks stood out to Commonwealth for its user experience and unique use of customizable templates that help advisors prioritize meeting outcomes. The platform’s ability to sync tasks directly to client and household records in CRM added further value by reducing manual data entry and strengthening continuity across client interactions.

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“As we explored how Gen AI could meaningfully support advisor productivity, Zocks quickly emerged as the clear choice,” said Chris Blotto, SVP, Chief Digital & Information Officer at Commonwealth. “The platform was purpose-built for independent advisory firms, with enterprise controls and compliance embedded in its core from day one. Its ability to integrate seamlessly with our existing technology stack makes it not just a tactical solution, but a strategic enabler of how we scale indispensable service across our advisor community.”