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Business Wire·

Cetera Selects Zocks to Offer AI Assistant to 12,000 Financial Professionals

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Cetera is implementing an AI assistant from Zocks for its 12,000 financial professionals, signaling a significant step in AI adoption within the financial advisory sector. This move suggests that advisors at large firms will increasingly have access to AI-powered tools to streamline their operations and potentially enhance client engagement.

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Cetera Selects Zocks to Offer AI Assistant to 12,000 Financial Professionals · finsay