CreativeOne Partners with Zocks to Integrate AI Tools for Financial Advisors
Zocks, an AI assistant designed for financial advisors, and CreativeOne, an independent insurance marketing organization (IMO) based in Kansas City, have announced a strategic partnership to provide CreativeOne-affiliated advisors with a proprietary suite of AI-driven tools.
The collaboration aims to optimize practice management, improve communication, and uncover new business opportunities for advisors. These capabilities align with CreativeOne’s ongoing commitment to enhance advisor efficiency while preserving the personal connections central to client relationships. Zocks facilitates the delivery of personalized advice to more clients and accelerates the transition from client conversations to account planning and execution. The platform automates administrative tasks, including meeting preparation and follow-up, client onboarding processes such as intake forms and account openings, and the generation of contextual responses to client emails.
This partnership represents the first of several strategic investments CreativeOne plans to make to equip independent financial advisors with advanced tools for growth, efficiency, and elevated client engagement. For Zocks, this collaboration demonstrates the value of its platform across diverse practice areas, including life insurance, annuities, wealth management, and securities.
Perry Boles, Chief Marketing Officer at CreativeOne, stated, “Artificial intelligence is already reshaping our industry. Our partnership with Zocks reflects our belief that when implemented with purpose, AI can amplify what advisors do best: build relationships, deliver meaningful advice, and drive long-term value.” Boles added, “Zocks combines powerful technology with an advisor-first mindset. This is the first of many enhancements we’re introducing to help advisors differentiate, deliver more value, and lead in an AI-powered future.”
Mark Gilbert, CEO of Zocks, commented, “Advisors today are stretched thin, spending valuable hours on tasks that take them away from being in front of more clients and prospects. By automating repetitive administrative work with AI, we give advisors that time back so they can focus on clients and win more business. Our partnership with CreativeOne shows what’s possible when advisors are equipped with smart technology that expands their capacity to grow and serve.”
CreativeOne supports advisors in the rapidly evolving financial services industry by providing solutions, technology, and strategic support. Its offerings range from investment platforms and insurance strategies to marketing, coaching, and now transformative AI capabilities, all designed to help advisors strengthen and grow their practices.
Zocks operates as an AI Assistant for financial advisors. Its privacy-first platform is designed to save financial advisors over 10 hours per week by automating administrative tasks such as meeting notes, intake and account opening forms, and tailored client emails. With robust integrations and enterprise-ready controls, Zocks converts client conversations into structured, accurate data and insights, fostering stronger relationships and business growth. Firms currently utilizing Zocks include CreativeOne, Silver Oak Securities, and Ameritas.
CreativeOne is an industry-leading organization providing insurance, securities, and wealth management services. It aims to empower financial professionals through personal relationships, proven industry expertise, superior service, and strategic solutions. CreativeOne seeks to be a primary partner for financial professionals in building their practices and achieving client objectives.
