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Dalma Veres

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Dalma Veres

Zocks at T3 Technology Conference 2025
Conferences
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Zocks at T3 Technology Conference 2025

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.

February 22, 2025
What makes the best AI note-taker for financial advisors?
Advisor Insights
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What makes the best AI note-taker for financial advisors?

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.

February 20, 2025
Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs
Partnerships
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Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

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.

February 17, 2025
Practical Guide to Get Started with AI in Wealth Management
Advisor Insights
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Practical Guide to Get Started with AI in Wealth Management

Adopting AI is becoming a necessity for wealth management firms to stay competitive. Follow this practical guide and get started one step at a time.

February 17, 2025
Zocks at NAPFA Large Firm Forum 2025
Conferences
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Zocks at NAPFA Large Firm Forum 2025

Zocks is attending NAPFA Large Firm Forum on February 10-12, 2025 in Amelia Island, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

February 4, 2025
Top Applications of AI for Financial Advisors in 2025
Advisor Insights
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Top Applications of AI for Financial Advisors in 2025

AI is rapidly revolutionizing wealth management and the way financial advisors work. AI note-taking, automating meeting prep, follow-ups and optimizing client data help advisors boost efficiency and deepen client relationships.

February 6, 2025
Zocks at Orion Ascent 2025
Conferences
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Zocks at Orion Ascent 2025

Zocks is attending Orion Ascent 2025 on February 3-6, 2025 in Orlando, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

January 30, 2025
Zocks at the FPA Chapter Leaders Conference
Conferences
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Zocks at the FPA Chapter Leaders Conference

Zocks is attending FPA Chapter Leaders Conference on January 29-31, 2025 in Denver, Colorado. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

January 30, 2025
Why AI matters for Financial Advisors
Advisor Insights
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4 min read

Why AI matters for Financial Advisors

Financial advisors are rapidly embracing AI solutions. Here’s why and how AI can help you elevate your practice.

January 30, 2025
Zocks at IMPACT 2024
Conferences
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Zocks at IMPACT 2024

The Zocks team attended IMPACT®2024 in San Francisco on November 19-21 2024 - if you were there, book a demo with us to claim your 10% off coupon, and let’s continue discussing applications of AI in your Financial Advisor practice!

January 30, 2025