Zocks at Future Proof Citywide

Zocks is attending Future Proof Citywide on March 16-19, 2025, Miami Beach, Florida. Find us and let’s discuss how AI can help your financial advisor practice in a secure, compliant way.

Meet Zocks at the Future Proof Citywide and learn how Advisors utilize AI 

March 16-19, 2025

South Beach, Miami Beach, Florida

Booth #311

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Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.

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Visit us at Future Proof Citywide 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.

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Feel free to visit us at Booth #311 anytime, Drew DiMarino, Jim Hardeman and Kyle Loesch will be happy to show you how you can AI-power your note-taking, save 30-45 minutes on meeting admin and strengthen client relationships with Zocks.

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Looking forward to meeting you!