Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.
Meet us at Carson’s Partner Summit 2025 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 our Todd Utter and Steven Latow 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, book a 1:1 online onboarding session for Osaic advisors, 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.
