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Zocks at 2026 Duncan Innovate Conference
May
20
,
-
May
22
,
2026
Hilton Head Island, South Carolina
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at 2026 Duncan Innovate Conference and learn how advisors use AI
May 20-22, 2026
Hilton Head Island, South Carolina
Come and meet Zocks, the AI Assistant made specifically for financial advisors, wealth managers, and life insurance agents.
Meet us at 2026 Duncan Innovate Conference and see how Zocks supports your practice at every stage of client servicing by automating meeting notes, intake forms, client emails & more.
We will be happy to show you how you can save 10+ hours a week and strengthen client relationships with Zocks.
Meet the team
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Less time on admin, more time building client relationships.
Automate note-taking, meeting admin, forms, CRM updates, and emails with Zocks’ privacy-first AI platform–all without recordings.
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You'll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience.
14-day free trial
