•

Zocks at 2025 Advisor Growth Retreat

By

Dalma Veres

Published

February 23, 2025

Meet Zocks at the 2025 Advisor Growth Retreat and learn how Advisors utilize AI

March 10–13, 2025

Miami Beach, Florida

‍

Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.

Visit us at the T3 Technology Conference 2025 and we will show you how Zocks can support your practice at every stage of client servicing—from meeting preparation and detailed note-taking to CRM updates, task management, and follow-ups.

Feel free to visit our booth anytime, Mark Gilbert will be happy to show you how you can AI-power your note-taking, save 30-45 minutes on meeting admin and strengthen client relationships with Zocks.

‍Looking forward to meeting you!

‍

Book your Follow-up with Zocks

If you’d like a deeper dive after the event, we’re happy to set up a 1:1 online discussion where we can go into more detail about the applications of AI and how you can integrate Zocks into your practice.

‍Book an appointment with our Product Experts at a time that works best for you.

Thousands of financial advisors choose Zocks for unrivaled efficiency, compliance and strengthening their relationships with clients.

‍

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

Investment from Motive Ventures and Lightspeed will drive AI advancements, expand the team, and enhance financial advisors’ workflow automation.

Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an AI-Driven Edge in Productivity

Partnerships

•

Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an AI-Driven Edge in Productivity

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.

Conferences

•

Zocks at Future Proof Citywide

Zocks is attending Future Proof Citywide on March 16-19, 2025, Miami Beach, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.