Zocks at Invest in Women 2026

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April
21
,
-
April
23
,
2026
Location Pin Icon
Boston, Massachusetts
Zocks at Invest in Women 2026

The AI Assistant trusted by thousands of advisors & firms of every size

Concurrent
Triad Wealth
Commonwealth
Osaic
Hightower
Carson
RFG
Cambridge
United Planners
NewEdge Advisors
TAG
JW Cole
SAX
Silver Oak
Retirement Planning
Concurrent
Triad Wealth
Commonwealth
Osaic
Hightower
Carson
RFG
Cambridge
United Planners
NewEdge Advisors
TAG
JW Cole
SAX
Silver Oak
Retirement Planning

Zocks at

Meet Zocks at Invest in Women 2026 and learn how advisors use AI 

April 21-23, 2026

Boston, Massachusetts

Come and meet Zocks, the AI Assistant made specifically for financial advisors, wealth managers, and life insurance agents.

Meet us at 11th annual Invest in Women 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.

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