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Zocks at Ameritas AIC/AAS Forum 2026
March
24
,
-
March
26
,
2026
Nashville, Tennessee
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at Ameritas AIC/AAS Forum 2026 and learn how advisors use AI
March 24-26, 2026
Nashville, Tennessee
Come and meet Zocks, the AI Assistant made specifically for financial advisors, wealth managers, and life insurance agents.
Meet us at Ameritas AIC/AAS Forum 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.
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.
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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
