SEI Investments (SEIC) entered a partnership with agentic artificial intelligence platform Zocks, adding the platform to SEI's advisor services ecosystem, the asset manager said Wednesday.
The Zocks platform is intended to help financial advisors adopt AI in workflow automation and client engagement, SEI said.
SEI and Zocks also plan to collaborate on advisor education and practice management programming, among others, the company added.
No financial details were disclosed.
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