Resources for advisors on how to get the most out of Zocks and AI
Zocks, the privacy-first AI platform built for financial advisors, has been named to the 2025 WealthTech100 list by FinTech Global, recognized for Redefining Advisor Productivity and Client Engagement.
Spring is here, and so are some amazing updates from Zocks! We’ve been hard at work to bring you new features and improvements to make your experience even better.
Zocks is attending Duncan Innovate 2025 on March 26-28, 2025, Amelia Island, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.
Zocks is attending Leaders and Managers Program (LAMP) 2025 on March 22-25, 2025, Orlando, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.
Industry veteran joins Zocks to accelerate company growth following Series A funding round.
Zocks is attending Ameritas AIC/AAS Forum on March 19-21, 2025, Las Vegas, Nevada. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.
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.
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