AI Product & Service Launches – 3/23/2026

Zocks Releases AI Assistant for Life Insurance

Zocks Communications Inc. debuted an artificial intelligence-powered assistant for life insurance providers. It automates note-taking from discovery meetings and can complete carrier applications, fact finders, client intake forms and other paperwork.

Documentation—including PDFs, scans and photos—is automatically processed and synced to applications and forms within one minute, according to Zocks’ announcement. It also enters relevant client information from meetings and documents into customer relationship management systems, illustration and other planning tools.

It is designed to automate meeting preparation, follow-up emails and client communications, as well as identify missing items and assist with exam scheduling, beneficiary confirmations, delivery requirements and payment setup, allowing for more personalized service.

Datalign Launches Agents for Wealth Management

Datalign Advisory Inc. released an agentic artificial intelligence platform for advisory firms that provides client access. The agents are built on Halo, an agentic AI framework designed for regulated financial services.

Each agent draws on the firm’s own knowledge base—investment philosophy, educational content, financial calculators and market perspectives—with full source attribution and confidence scoring. Clients get personalized projections from Halo and can explore interactive tools and ask follow-up questions between meetings, according to Datalign Advisory’s announcement.

Custom AI agents join Datalign’s suite of organic growth solutions, including geographic targeting, prospect intelligence and lead generation.

BridgeWise Partners With Alpaca

The wealth artificial intelligence provider BridgeWise Analytics Ltd. is providing investment insights to Alpaca Securities LLC, a self-clearing broker/dealer. Alpaca has brokerage infrastructure API that provide access to options, stocks, exchange-traded funds, fixed income and cryptocurrency.

BridgeWise’s asset analysis and ratings of more than 70,000 global securities are accessible to hundreds of brokerages, banks and financial institutions using Alpaca’s Broker API.

Alpaca provides more than 9 million brokerage accounts across hundreds of fintech companies and institutions in more than 40 countries. BridgeWise has more than 50 institutional clients and 25 million end-users across worldwide.

WealthFeed Enhances AI Prospecting

WealthFeed Inc., a prospecting and growth engine for financial advisers, launched Warm Introduction, an artificial intelligence-enhanced solution designed to identify prospects connected to advisers through existing networks.

WealthFeed’s database includes more than 100 million profiles and can identify second-degree relationships layered on industry-leading prospect data.

Warm Introduction was developed from WealthFeed’s Discover feature, which offers professional and consumer-level data, proprietary individual-level net worth and income modeling, validated contact information and industry signals including promotions, inheritance, business sales, capital raises, stock sales and retirements.

WealthFeed also offers data integrations with popular customer relationship management tools such as Redtail, Salesforce, Wealthbox and Hubspot.

Intellebox.ai Provides Research From the Bear Traps Report

Intellebox.ai, an agentic artificial intelligence platform for financial advisers, partnered with the Bear Traps Report, an independent investment research publication focused on global political and systemic risks.

The collaboration will provide research from the Bear Traps Report, including weekly macro research, risk analysis and investment recommendations, to more than 2,000 registered investment advisers, wealth managers, hedge funds, family offices and retail investors.

The Bear Traps Report was founded in 2010 by Larry McDonald, a former Lehman Brothers executive, and has subscribers in more than 23 countries. Intellebox.ai spun out from the independent advisory firm Intellectus Partners LLC in late 2025.