Case Study: Ameritas boosts advisor efficiency and client value with Zocks

Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC were seeking innovative AI tools to help their advisors scale their practices, operate more efficiently, and deliver greater value to clients. They selected Zocks for its advisor-centric platform, which is designed to turn conversations into data and automate workflows while meeting high standards for security and compliance.

The Zocks platform was implemented to streamline workflows, particularly around client meetings. After an extended field pilot, Zocks demonstrated it could save advisors up to 30 minutes per meeting on documentation, improve the quality of client records, and accelerate follow-ups. This resulted in meaningful time savings and allowed advisors to focus more on building client relationships.

Ameritas

Jeremy Robson

President