Zocks at T3 Technology Conference 2025

Zocks at T3 Technology Conference 2025

Dalma Veres

By 

Dalma Veres

Published 

February 21, 2025

April 3, 2025

Meet Zocks at the T3 Technology Conference 2025 and learn how Advisors utilize AI 

March 3-6, 2025
Dallas, Texas

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

Visit us at the T3 Technology Conference 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, Steven Latow, Stephany Migdal and Sydney Harrington 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!

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.

Thousands of financial advisors choose Zocks for unrivaled efficiency, compliance and strengthening their relationships with clients.

Related Posts