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Zocks at Concurrent Ascend 2025
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at Concurrent Ascend 2025 and learn how Advisors utilize AI
April 22-24, 2025
JW Marriott Chicago, Illinois
Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.
Meet us at Concurrent Ascend 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, task management, and follow-ups.
Feel free to visit us at our booth anytime, where Jim Hardeman and Sydney Harrington 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!
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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