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Zocks at FPA NorCal Conference 2024
May
21
,
-
,
2024
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Hope to see you at NorCal.
As a follow-up after (or during) the conference, please select a date and time that works best for a 15-minute overview and demo of Zocks where you can claim your NorCal Attendee Offer. We'll show you how to integrate Zocks into your practice and level up your client experience.
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.
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