Hope to see you at NorCal.
As a follow up after (or during) the conference, please select a date and time that works best for a 15-minute overview and demo of Zocks where you can claim your NorCal Attendee Offer. We'll show you how to integrate Zocks into your practice and level up your client experience.
Zocks is attending the 2024 Cambridge Ignite Conference in Aurora, CO on Aug 21-23. Find us at the Tech Lounge and let's discuss AI, and how it could help your advisor firm in a secure, compliant way.