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 the T3 Technology Conference 2025 on March 3-6, 2025, Dallas, Texas. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.
AI note-taking is a game changer for financial advisors – however, not all note-takers are equal. Here's what you should know about how it works, what influences quality and makes the best AI note-taker.
Zocks, the innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a partnership with Carson Group, a leading financial services firm providing solutions, resources, and support to a nationwide network of advisors.