Robert C. Gorman

4 weeks ago | ffnews.com | Lauren Towner |Mark Gilbert |Adrian Johnstone |Robert C. Gorman

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, has announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data synchronization between the platforms, allowing firms to leverage AI-powered insights while maintaining streamlined workflows and developing client relationships. Contacts, meeting notes, and tasks will now sync automatically between systems.