Zocks at Ameritas AIC/AAS Forum

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March
9
,
-
,
2025
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Zocks at Ameritas AIC/AAS Forum

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 Ameritas AIC/AAS Forum and learn how Advisors utilize AI 

March 19-21, 2025
Red Rock Casino Resort & Spa, Las Vegas, Nevada

Ameritas Advisors now have access and an exclusive discount to get started with Zocks, the AI Meeting Assistant made specifically for Financial Advisors.

Come and visit us at Ameritas AIC/AAS Forum to learn how Zocks can support your practice at every stage of client servicing by automating meeting preparation, note-taking, CRM updates, and personalized client follow-ups. All while ensuring data security and compliance, so you can focus on what matters most: building client relationships.

Feel free to visit us at our booth anytime, where our CEO and Founder, Mark Gilbert, will be happy to show you how you can AI-power your note-taking, save 30-45 minutes on meeting admin and strengthen client relationships with Zocks.

Looking forward to meeting you!

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