Zocks at 2025 Pivotal Financial Advisors Annual Meeting

April

2025

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

Zocks at

Meet Zocks at 2025 Pivotal Financial Advisors Annual Meeting and learn how Advisors utilize AI

April 23-25, 2025

The Dalmar, Fort Lauderdale, Florida

Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.

Meet us at the 2025 Pivotal Financial Advisors Annual Meeting and we will show you how Zocks can support your practice at every stage of client servicing—from meeting preparation and detailed note-taking to CRM updates, task management, and follow-ups.

Feel free to visit us at our booth anytime, where Steven Latow, Todd Utter, and Kyle Loesch will be happy to show you how you can AI-power your note-taking, save 8+ hours a week and strengthen client relationships with Zocks.

Looking forward to meeting you!