SEI partners with Zocks to add AI assistant to advisor ecosystem
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SEI Expands Advisor Services Ecosystem with AI Assistant Zocks
August 12, 2026 9:00 AM EDTSEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement
OAKS, Pa., Aug. 12, 2026 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a strategic partnership with Zocks, an AI assistant built specifically for financial advisors, expanding its advisor services ecosystem of partners with a... More
