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Zocks at Cambridge Ignite 2025
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at Cambridge Ignite 2025 and learn how advisors utilize AI
June 3-5, 2025
Gaylord National Resort & Conference Center
National Harbor, Maryland
Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.
Meet us at Cambridge Ignite 2025, 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, intake forms, client emails & more.
Feel free to visit us at our booth anytime, we will be happy to show you how you can AI-power your note-taking, save 10 hours a week and strengthen client relationships with Zocks.
Join Zocks Co-Founder & CEO Mark Gilbert's theatre presentation
From Automation to Empathy: Practical Use Cases to Deepening Client Relationships with AI
When: August 21 (Thursday), 7:30 - 7:50 AM
Where: Theater 103, EXPO HALL
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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