The Zocks team had a blast attending the 2024 Cambridge Ignite Conference in Aurora, CO back in August.
If you have visited our booth at the Tech Lounge and would like to continue discussing applications of AI in your Financial Advisor practice, make sure your book an appointment with our experts. They will show you how to integrate Zocks into your practice and level up your client experience.
Zocks is attending Silver Oak Unplugged on May 5-7, 2025, Nashville, Tennessee. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.