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Founders Financial Partners With Zocks to Leverage AI Across Its Technology Stack

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Founders Financial Partners With Zocks to Leverage AI Across Its Technology Stack

Zocks, the privacy-first AI platform for financial services, announced a partnership with Founders Financial Securities, LLC, one of the nation’s leading privately held independent broker-dealers and RIA firms. Zocks is now part of the TRU Enterprise OS technology stack, available to all Founders’ Member Partners across its nationwide community. Alongside the Zocks team, Founders has partnered with each Member Partner on its adoption, use, best practices, and workflows to empower its advisors to scale and grow their enterprises.

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With Zocks automating time-consuming administrative work across the business, from meeting notes and manual data entry to onboarding new clients, advisors at Founders can focus on serving clients and growing the relationships at the center of their practices.

Zocks stood out for the depth of its integrations and its ability to work seamlessly with Founders’ existing technology stack. Zocks automatically captures details and context from client conversations, turns them into structured data, and syncs that data across supported CRM, portfolio management, and planning tools, including Redtail, Wealthbox, Salesforce, Orion, and PreciseFP, as well as more than 370 fields in eMoney. Because Zocks also pulls data from those connected systems, Member Partner advisors at Founders now walk into each meeting with an up-to-date, comprehensive client summary. Afterward, their meeting notes, follow-up emails, and any forms are already populated with relevant details from both the conversation and connected systems, ready to review and send.

Together, these capabilities help advisors at Founders have more informed and intentional client conversations, deliver financial plans more effectively, and bring on new relationships efficiently.


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