Welcome to the new Zocks blog, a place for financial advisors to learn how to enhance their practices with technology and AI.
Week by week, you’ll find best practices and actionable insights about using technology and AI to streamline your advisor business operations. Even if you aren’t using Zocks (yet), our goal is to provide you with valuable guidance to understand the capabilities of new advisor-focused tech solutions.
Here's what to expect on the blog:
Our monthly Product Updates ensure you are always up-to-date with everything Zocks. Learn about new features, integrations, tips, and all noteworthy changes you should know about Zocks, your AI meeting assistant.
In our upcoming series of Product Tutorials, we will share detailed, easy-to-follow guides on how to get the most out of Zocks and tailor it to your firm’s exact needs.
Meet us at some of the most popular financial advisor conferences and trade shows. Keep an eye out for our upcoming event schedule, and make sure to stop by at our booth—we can't wait to see you there!
Our upcoming series of monthly webinars are starting in May for all financial advisors who want to better understand how Zocks can help their firms save time and streamline their client/advisor experience directly from our Product Experts. Join upcoming webinars and access past recordings on the blog.
With hundreds of financial advisors using Zocks from all across the United States and Canada, we receive feedback about all sorts of use cases a financial advisor might face. In this series, we invite our customers to share their experiences to provide all of you with actionable insights on how to leverage AI and Zocks to improve your practice.
