Zocks and Hightower Form Exclusive AI Partnership
AI SummaryAI-generated — verify against the source.Hightower, a major RIA aggregator, has entered an exclusive partnership with Zocks, an AI-driven platform designed to automate meeting notes and CRM updates for financial advisors. This move signals a significant industry trend toward integrating AI-native tools directly into advisor workflows to reduce administrative burden and improve data accuracy.
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