Zocks at Duncan Innovate 2025

Zocks at Duncan Innovate 2025

Dalma Veres

By 

Dalma Veres

Published 

March 17, 2025

March 18, 2025

Meet Zocks at Duncan Innovate 2025 and learn how Advisors utilize AI 

March 26 - 28, 2025
Omni Amelia Island, Florida

Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.

Meet us at Duncan Innovate 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 CEO and Founder, Mark Gilbert, will be happy to show you how you can AI-power your note-taking, save 45 minutes on meeting admin and strengthen client relationships with Zocks.

Looking forward to meeting you!

Book your Follow-up with Zocks

If you’d like a deeper dive after the event, we’re happy to set up a 1:1 online discussion 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.

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