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.
Collaboration empowers Osaic’s advisors with Zocks’ Client Intelligence Platform for streamlining workflows, enhancing client engagement, and driving better data-driven decisions while ensuring the highest standards of privacy and security.