SAN FRANCISCO & TOWSON, Md., Oct 26 –Zocks, the privacy-first AI platform for financial services, today announced a partnership with Founders Financial Securities, LLC, one of the nation’s leading privately held independent broker-dealers and RIA firms. Zocks is now part of the TRU Enterprise OS technology stack, available to all Founders’ Member Partners across its nationwide community. Alongside the Zocks team, Founders has partnered with each Member Partner on its adoption, use, best practices, and workflows to empower its advisors to scale and grow their enterprises.
With Zocks automating time-consuming administrative work across the business, from meeting notes and manual data entry to onboarding new clients, advisors at Founders can focus on serving clients and growing the relationships at the center of their practices.
Zocks stood out for the depth of its integrations and its ability to work seamlessly with Founders’ existing technology stack. Zocks automatically captures details and context from client conversations, turns them into structured data, and syncs that data across supported CRM, portfolio management, and planning tools, including Redtail, Wealthbox, Salesforce, Orion, and PreciseFP, as well as more than 370 fields in eMoney. Because Zocks also pulls data from those connected systems, Member Partner advisors at Founders now walk into each meeting with an up-to-date, comprehensive client summary. Afterward, their meeting notes, follow-up emails, and any forms are already populated with relevant details from both the conversation and connected systems, ready to review and send.
Together, these capabilities help advisors at Founders have more informed and intentional client conversations, deliver financial plans more effectively, and bring on new relationships efficiently.
Founders’ leadership also gains aggregate insight into operational trends, helping it focus its support for Member Partners and scale best practices across the community.
“We selected Zocks because it gives our Member Partners more time to do what they’re called to do: care for and serve their relationships,” said Brad Shepherd, CEO of Founders Financial. “Zocks has lived up to its promises from the beginning, with a deep understanding of our needs, a robust platform, and a collaborative training and communication strategy that empowers our Member Partners to capture important data seamlessly so that they can stay focused on the care and impact they deliver. The partnership reflects our commitment to use AI to enhance our Member Partners’ ability to increase their ability to care and grow.”
“Founders recognized early that AI was going to change what clients expect from their advisors, and it chose to equip its entire network now instead of taking a wait-and-see approach,” said Drew DiMarino, Chief Revenue Officer of Zocks. “We’re proud to work with a firm that is setting the standard for how wealth management firms adopt and scale AI.”