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Zocks at Bob Veres' Insider's Forum
September
23
,
-
,
2025
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at Bob Veres' Insider's Forum and learn how advisors utilize AI
September 23-25, 2025
New Orleans, LA
Come and meet Zocks, the AI Assistant made specifically for Financial Advisors.
Meet us at Bob Veres' Insider's Forum and we will show you how Zocks supports your practice at every stage of client servicing by automating meeting notes, intake forms, client emails & more.
Feel free to visit us at Booth #31 anytime, 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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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
