Zocks, a privacy-centric artificial intelligence platform developed specifically for financial services, and Hightower, a prominent national wealth management institution, announced an exclusive enterprise partnership. Under the terms of the agreement, Zocks becomes the sole AI assistant officially offered to the national network of Hightower financial advisors.
The strategic deployment aims to alleviate the operational and administrative burdens that traditionally restrict advisory productivity. By leveraging Zocks’ automated capabilities, Hightower wealth managers can substantially reduce manual data entry, enabling teams to redirect their focus toward deepening client relationships and delivering highly personalized wealth planning.
The platform automatically extracts critical context and information from live client conversations, translating unstructured dialogue into secure, organized data. This intelligence is then synchronized automatically across Hightower’s foundational technology infrastructure, including Salesforce CRM, advanced financial planning software, and central portfolio management applications. The streamlined workflow allows advisors to optimize pre-meeting preparation, generate immediate post-meeting summaries for clients, and establish automated action items across all connected internal systems.
The decision to standardize on Zocks followed an exhaustive dual-platform competitive pilot program conducted by Hightower. Participating wealth advisors demonstrated overwhelming support for Zocks, citing its distinct ability to reclaim several hours of administrative time each week.
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In addition to the positive attitude of the internal users, Hightower chose the vendor for its strong bi-directional integration capabilities, client analytics, and customized corporate support structure. Designed exclusively for the corporate environment, the software has advanced configuration capabilities for accessing and managing information, ensuring the highest degree of compliance with strict regulations imposed on financial companies today.
“Hightower has made significant investments in building a highly customized wealth platform designed to help our advisors deliver an exceptional client experience at scale,” said Larry Restieri, CEO of Hightower. “Zocks stood out as an AI technology partner because of its advanced analytics, integrations, security, and compliance capabilities. By embedding Zocks into our core workflows, we are enabling advisors to serve clients with even greater precision, speed, and care.”
By automating backend data ingestion for financial planning modules and pre-populating complex paperwork such as new account openings and client intake documentation the platform significantly accelerates client onboarding and financial plan generation. This operational shift ensures that advisors allocate fewer resources to compliance documentation and more time to high-value strategic guidance.
“Client expectations are rising faster than advisors can meet them with manual processes alone,” said Mark Gilbert, CEO of Zocks. “With Zocks taking care of many operational tasks, Hightower advisors can focus on delivering the strategic guidance and white-glove service that the company is known for.”
“Our exclusive partnership with Hightower is an important moment for Zocks in the enterprise market,” said Drew DiMarino, Chief Revenue Officer at Zocks. “Hightower’s premier reputation in wealth management, combined with their rigorous due diligence process, validates our platform’s enterprise readiness and scalability.”
