SEI Partners with Zocks to Enhance Financial Advisor Ecosystem with AI Tools

SEI Enhances Advisor Services with AI Partnership

In a groundbreaking step forward for the financial services industry, SEI® (NASDAQ: SEIC) has formally announced a strategic partnership with Zocks, an AI assistant tailored specifically for financial advisors. This collaboration is set to elevate SEI's advisor services ecosystem, aiming to alleviate the administrative burdens that advisors frequently face, while enhancing client engagement and operational efficiency.

The integration of Zocks aims to automate critical functions such as meeting preparation, note-taking, CRM updates, and client onboarding. By leveraging this AI tool, financial advisors can expect to free up significant time, allowing them to concentrate on delivering personalized service and advice. This aligns perfectly with the evolving demands of clients who increasingly seek enhanced interactions with their financial advisors.

According to Erich Holland, Head of SEI's U.S. Wealth and Advisor Business, there is a clear transition occurring among financial advisors. “Advisors are moving beyond AI curiosity and looking for practical ways to embed intelligent automation into the workflows that matter most to their businesses,” he notes. The partnership with Zocks expands the choices available to advisors, making it easier to access resources, education, and the necessary support for meaningful AI adoption in their practices.

The SEI advisor services ecosystem is engineered to address prevalent operational challenges. It connects financial advisors with third-party service providers while providing them with favorable pricing options, thus bolstering operational efficiency and improving the overall client experience. By incorporating Zocks into its network, SEI reiterates its commitment to empowering advisors to effectively utilize their resources—whether that be time, talent, or technology—to foster long-term client relationships and achieve sustainable growth.

Shauna Mace, Head of Practice Management and Independent Advisor Solutions at SEI, emphasizes the transformative power of AI. However, she underscores that success hinges on thoughtful implementation. “Zocks gives advisors another way to evaluate AI through the lens of their own teams, workflows, and growth goals,” she explains. This approach enables advisors to transition from mere time savings to achieving deeper productivity and engaging more proactively with clients.

Jim Hardeman, the Executive Vice President of Product at Zocks, shares insights into how Zocks operates. “Zocks was designed to help financial advisors turn everyday client conversations into actionable intelligence without adding complexity to their practices,” he states. The synergy between SEI's understanding of the operational difficulties faced by advisors and Zocks’ innovative solutions positions this partnership as a pivotal moment for advisors looking to harness the power of AI.

As part of this collaboration, SEI and Zocks not only plan to provide innovative technological solutions but will also engage in initiatives focused on advisor education, webinars, and practice management programming. Their goal is to identify high-value use cases of AI, instilling greater confidence in AI-enabled workflows among financial advisers. This partnership underscores SEI's commitment to modernization through AI and automation, aimed at enhancing client value and operational processes.

In conclusion, SEI (NASDAQ: SEIC) is renowned as a global leader in financial technology and operations, committed to streamlining how financial services operate. As of June 30, 2026, SEI manages an impressive $2.1 trillion in assets, this partnership represents a significant step towards revolutionizing advisor productivity and client servicing in a rapidly changing financial landscape. Zocks, celebrated as the #1 rated AI Assistant for Financial Services, offers a privacy-first AI platform that helps financial advisors automate tedious tasks, turning client interactions into structured data seamlessly integrated with their practice’s technology stack. Together, SEI and Zocks are poised to redefine the future of advisory services, making it more efficient and client-focused than ever before.