Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.
Meet us at the 2025 Pivotal Financial Advisors Annual Meeting 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 us at our booth anytime, where Steven Latow, Todd Utter, and Kyle Loesch will be happy to show you how you can AI-power your note-taking, save 8+ hours a week and strengthen client relationships with Zocks.
Looking forward to meeting you!
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.
