Integrating AI: A Smarter Way to Serve Our Clients
We’re thrilled to announce that Atrium Financial Associates is now integrating Zocks, an AI assistant into our platform.
Zocks helps us connect data, automate workflows, and deliver insights faster — meaning smoother operations for our team and a better experience for our clients. In other words, Zocks is our virtual assistant that takes notes during all our meetings.
This integration is another step in our commitment to innovation and efficiency, giving clients clearer, real-time financial insights and more seamless service. Don’t worry. Zocks will in no way EVER replace Kristin (Bennett) or Joy (Nelson) as they are irreplaceable!
Jeremy and Andy learn in Orlando
Jeremy and Andy attended a conference in Orlando with fellow Osaic advisors. This offered them a great opportunity to learn and network from their colleagues. Andy, with Jeremy’s assistance, presented to the attendees and guests the benefits of using Artificial Intelligence (Zocks) and how to use it as a way to gain efficiencies in their practice.
Robert Cairns, our RVP, hosted an amazing and jaw-dropping magic show featuring three of the nation’s top magicians. The evening left everyone mesmerized.
Kristin takes home top prize
Kristin has been training the last three years to improve her horseback riding skills and has she ever. This past summer Kristin competed in eight shows with Red, a true thoroughbred. Her improved skills are paying off as they finished the last show of the season in FIRST PLACE!
We look forward to what the two of them can accomplish next season!
What’s the economy up to?
The third quarter of 2025 was a bit of a balancing act for the economy — slower in some areas, but still surprisingly steady overall. Confused? Hopefully not. Things actually look ok.
The biggest news? The Federal Reserve finally started cutting interest rates, which was welcomed news for consumers and businesses. It also gave investors a boost of optimism.
Inflation kept easing, which made prices feel a little less painful (finally!). Job growth stayed solid, even if it’s not quite as hot as before, and consumers kept spending, especially on travel, dining, and fun experiences.
Around the world, things were mixed while the U.S. dollar softened a bit, which actually helped American exports.
All in all, Q3 felt like a turning point: the economy is still growing, inflation is calming down, and people are cautiously optimistic heading into the end of the year. While this is all good news, please don’t forget - when it comes to the markets, what goes up – can come down.