SEI partners with Zocks to add AI assistant to advisor ecosystem

SEI (NASDAQ: SEIC) announced a partnership with Zocks, an AI assistant designed for financial advisors, adding the platform to its advisor services ecosystem, according to a press release.

Zocks automates meeting preparation, note-taking, client follow-up, CRM updates, financial planning updates, client onboarding, and forms processing. The company states its platform serves more than 5,000 firms.

As part of the arrangement, SEI advisors will gain access to Zocks through SEI's ecosystem of third-party service providers, which also includes discounted pricing and supporting resources. SEI manages, advises, or administers approximately $2.1 trillion in assets as of June 30, 2026.

Erich Holland, Head of SEI's U.S. Wealth and Advisor Business, said: "Advisors are moving beyond AI curiosity and looking for practical ways to embed intelligent automation into the workflows that matter most to their businesses."

Jim Hardeman, Executive Vice President of Product at Zocks, said: "Zocks was built to help financial advisors turn everyday client conversations into actionable intelligence without adding complexity to their practices."

SEI and Zocks plan to collaborate on advisor education, webinars, and practice management programming as part of the partnership.

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