Ameritas Advisors now have access and an exclusive discount to get started with Zocks, the AI Meeting Assistant made specifically for Financial Advisors.
Come and visit us at Ameritas AIC/AAS Forum to learn how Zocks can support your practice at every stage of client servicing by automating meeting preparation, note-taking, CRM updates, and personalized client follow-ups. All while ensuring data security and compliance, so you can focus on what matters most: building client relationships.
Feel free to visit us at our booth anytime, where our CEO and Founder, 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!
If you’d like a deeper dive after the event, book a time with one of your product experts for a quick Zocks overview and onboarding for Ameritas Advisors.
