.svg)
Zocks at eMoney Advisor Summit 2025
October
20
,
-
,
2025
The AI Assistant trusted by thousands of advisors & firms of every size
.avif)
Zocks at
Join Zocks virtually at eMoney Advisor Summit 2025 and learn how advisors utilize AI
October 20-22, 2025
Virtual
Come and meet Zocks, the AI Assistant made specifically for Financial Advisors, Wealth Managers & Life Insurance Agents.
Join us virtually at eMoney Advisor Summit 2025, and learn how Zocks can support your firm at every stage of client servicing by automating meeting notes, intake forms, client emails & more.
Join our breakout session
AI in Action: Practical Tips for eMoney Users
When: Tuesday, October 21, 3:00 — 3:30 PM ET
Virtual booth
Visit our virtual booth anytime — we’ll be there Monday and Tuesday from 9 AM to 6 PM ET, and Wednesday from 9 AM to 5 PM ET
Meet the team
Drew DiMarino
Chief Revenue Officer at Zocks
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.
.webp)
Other conferences
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
