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Zocks at INSITE 2026
June
2
,
-
June
4
,
2026
Aurora, Colorado
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
INSITE 2026
Meet Zocks at INSITE 2026 and learn how advisors use AI
June 2-4, 2026
Aurora, Colorado
Come and meet Zocks, the AI Assistant made specifically for financial advisors, wealth managers, and life insurance agents.
Meet us at the INSITE 2026 and see how Zocks supports your practice at every stage of client servicing by automating meeting notes, intake forms, client emails & more.
Come by Booth #602, 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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Get started for free in less than 10 minutes
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
