Case Study: Osaic achieves $22M in new AUA in 2 months with Zocks

Osaic doubles to $2B AUA without adding headcount with Zocks

The customer, Osaic Advisors Ft. Lauderdale, faced a significant administrative burden that hindered client relationships. The team, led by Managing Partner Neal Slafsky, spent over 2,000 hours annually on meeting preparation and follow-up tasks, which pulled their focus away from clients and caused data to become outdated. They turned to the vendor Zocks and its AI-powered platform to address this challenge.

By integrating Zocks with their existing systems like eMoney and Practifi, the solution automated data syncing and administrative work. Zocks automatically captured meeting details and populated over 370 data fields, freeing up advisors to be more present with clients. This resulted in Osaic adding $22 million in new assets under advisement in two months, saving $125,000 annually in staff time, and putting them on a path to grow to $2 billion without adding new employees.

Osaic