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Zocks at Duncan Innovate 2025
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at Duncan Innovate 2025 and learn how Advisors utilize AI
March 26 - 28, 2025
Omni Amelia Island, Florida
Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.
Meet us at Duncan Innovate 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 our CEO and Founder, Mark Gilbert, will be happy to show you how you can AI-power your note-taking, save 45 minutes on meeting admin 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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