Harbourfront Wealth Expands Zocks AI Across Advisor Network After 2,900+ Meetings Save 2,000+ Hours - Pulse 2.0
AI SummaryAI-generated — verify against the source.Harbourfront Wealth has expanded its partnership with Zocks AI across its entire advisor network following a successful pilot program. The firm reported that the AI tool saved advisors over 2,000 hours across 2,900+ meetings by automating note-taking and CRM updates, demonstrating a tangible efficiency gain for wealth management practices.
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