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Zocks at New England RIA Summit 2026
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at New England RIA Summit 2026 and learn how advisors use AI
March 26, 2026
Boston, Massachusetts
Come and meet Zocks, the AI Assistant made specifically for financial advisors, wealth managers, and life insurance agents.
Meet us at New England RIA Summit 2026 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.
Join our panel: Implementing Technology for Advisors
When: 2:15 PM
Hear Joe Wesolaski, Managing Director of Enterprise Sales at Zocks, join industry leaders to discuss how firms are leveraging technology and AI to drive advisor productivity and differentiate beyond portfolio performance. The panel will cover practical approaches to building a modern tech stack, improving workflows, and supporting growth.
Moderator:
Angel Williams Costanza, Chief Operating Officer, Beck Bode
Panelists:
Michelle Graham, Chief Operating Officer, Northstar Asset Management
Joe Wesolaski, Managing Director, Enterprise Sales, Zocks
Michael Banchick, Chief Technology Officer, Winthrop Wealth
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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