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Zocks at FutureProof Citywide 2026
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at FutureProof Citywide 2026 and learn how advisors utilize AI
March 8-11 2026
Miami Beach, Florida
Come and meet Zocks, the AI Assistant made specifically for Financial Advisors.
Meet us at FutureProof Citywide and see how Zocks supports your practice at every stage of client servicing by automating meeting notes, intake forms, client emails & more.
Stop by Booth #315 anytime, we will be happy to show you how you can save 10+ hours a week and strengthen client relationships with Zocks.
Join our session - Your Brain on AI: What Changes and What Still Matters
When: March 9, Monday, 1:40pm
Where: Art Deco Stage
Hear Matt Halloran, our Chief Evangelist, discuss "Your Brain on AI: What Changes and What Still Matters".
"AI is changing how we remember, focus, and process information, and not always in the ways people assume. This session explores what actually happens when we offload note taking, recall, and routine analysis to AI, and how to use these tools to strengthen judgment rather than weaken it."
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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