Resources for advisors on how to get the most out of Zocks and AI
Zocks is attending Silver Oak Unplugged on May 5-7, 2025, Nashville, Tennessee. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.
Amidst the rush to adopt AI technology, many financial advisors worry about an uncomfortable truth: will automation make client relationships feel less personal?
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights.
Zocks is attending the 2025 Pivotal Financial Advisors Annual Meeting on April 23-25, 2025, Fort Lauderdale, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.
Zocks is attending Concurrent Ascend 2025 on April 22-24, 2025, JW Marriott Chicago, Illinois. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.
As artificial intelligence transforms how today’s advisors operate, the intersection of innovation and regulation presents both significant challenges and remarkable opportunities for forward-thinking firms.
Key November updates include enhanced Meeting Prep, Expanded Phone Call Support, Upgraded AI Assistant, Extended CRM Integrations, Compliance Features, and MFA Enhancements.
Zocks’ October Updates include phone call support, enhanced meeting summaries, an AI email reply agent, and improved intelligence presets for better client engagement and support.
Zocks is the top choice for advisor teams, offering seamless collaboration, customizable workflows, and enhanced efficiency on one platform.
The Zocks team had a blast attending the 2024 Cambridge Ignite Conference in Aurora, CO back in August.
