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.
Zocks is attending FPA NorCal Conference 2025 on May 27-28, San Francisco, California. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.
Zocks is attending SYNERGY2025 on May 27-30, Tampa, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.
The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Zocks as an exclusive core component of its Expert Sourcing Consortium, synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.