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Zocks Earns Highest WealthTech Integration Score for AI Assistants from Ezra Group

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Zocks Earns Highest WealthTech Integration Score for AI Assistants from Ezra Group

Zocks, the privacy-first AI platform for financial services, announced it has earned the top WealthTech Integration Score in two categories, AI Assistants and Client Meeting Support, from Ezra Group. With a score of 9.56 out of 10, this places Zocks in the program’s “Superior” tier for both, and reinforces the depth and breadth of its platform across the wealth management technology ecosystem.

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The Ezra Group WealthTech Integration Score is an independent methodology developed to give advisors and firms a standardized way to evaluate how well a given application connects with the rest of their technology stack. Ezra Group has evaluated more than 5,000 individual integrations across the industry, scoring each application on three weighted criteria:

For Zocks, integration depth has always been a core differentiator. The platform is built to work within an advisor’s existing tech stack, maintaining bi-directional connections with more than 40 leading CRMs, financial planning tools, and other systems so that meeting notes, meeting preparation, follow-up emails, and client data flow automatically into the places advisors already work. The Ezra Group score validates that approach with an independent, third-party benchmark.

“Integrations are the foundation of how Zocks helps advisors save time and grow their business, and it’s why so many advisors have made us part of their daily workflow,” said Mark Gilbert, CEO and Co-founder of Zocks. “Capturing the highest scores from Ezra Group is the product of deliberate investment in building connections that are deep and bi-directional, so data isn’t just sitting in a dashboard.


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