Resources for advisors on how to get the most out of Zocks and AI
Zocks is attending Thrive 2025 on May 18-22, Ritz-Carlton Naples, Tiburón, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.
Zocks is attending Aegis Financial Recruiting Expo on May 7, 2025, Denver, Colorado. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.
New sentiment tracking, CRM syncs, admin workflows, and coaching insights are here—plus, let’s meet at May events! See what’s new in Zocks.
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.
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.
