Zocks at INSITE25

Meet Zocks at INSITE25 and learn how advisors utilize AI 

June 3-5, 2025

Gaylord National Resort & Conference Center

National Harbor, Maryland

‍

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

Meet us at INSITE25 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 CEO and Founder, Mark Gilbert, and Ethan Pope will be happy to show you how you can AI-power your note-taking, save 10 hours a week and strengthen client relationships with Zocks.

Looking forward to meeting you!