Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.
Visit us at NAPFA Large Firm Forum 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 our booth anytime, Jim Hardeman 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, 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.
Thousands of financial advisors choose Zocks for unrivaled efficiency, compliance and strengthening their relationships with clients.
