.svg)
Zocks at Trilogy Conference
April
24
,
-
April
24
,
2026
Huntington Beach, California
The AI Assistant trusted by thousands of advisors & firms of every size
.avif)
Zocks at
Meet Zocks at Trilogy Conference 2026 and learn how advisors use AI
April 24, 2026
Huntington Beach, California
Come and meet Zocks, the AI Assistant made specifically for financial advisors, wealth managers, and life insurance agents.
Meet us at Trilogy 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
No items found.
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.
.webp)
Other conferences
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
