Zocks Appoints Matt Halloran as Chief Evangelist to Lead AI Education for Advisors

Industry leader and speaker brings over 25 years of advisor trust and collaboration

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors, today announced the appointment of Matt Halloran as Chief Evangelist. A nationally recognized coach, author, and TEDx speaker, Halloran has more than 25 years of experience working with financial advisors.

Zocks helps advisors provide personalized advice faster and to more clients by automating time-consuming administrative work with AI, from meeting preparation to client emails to intake forms and account openings. Halloran's appointment reflects the company's commitment to ensuring advisors can confidently adopt AI tools that strengthen the human relationships at the center of financial planning.

In this newly created role, Halloran will lead education efforts around AI adoption for advisors, developing content and engagement programs to help advisors better understand how to use AI to be more efficient and effective. He will help translate AI concepts into everyday language and provide step-by-step guidance for advisors at every stage of their journey, highlighting the human value they bring as AI tools evolve.

"I've always believed in helping people be their best selves. And right now, AI is the biggest lever advisors have to reclaim their time and focus on what really matters to them, in business and in life,” said Halloran. “My job is simple: show how AI solves real problems advisors deal with every day, and help them use it without losing the human connection that makes this profession meaningful."

“Matt has earned enormous trust with advisors and brings a practitioner’s understanding of their work,” said Michael Murphy, Vice President of Marketing at Zocks. “He’s spent decades listening to advisors, understanding their pain points, and coaching them through practical solutions that elevate their client relationships. Having that ongoing dialogue with advisors and supporting that community are essential to our business.”

For more information on Halloran, visit www.zocks.io/mattgpt

About Zocks

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.