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Zocks at National Index Forum
August
7
,
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,
2025
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at National Index Forum and learn how advisors utilize AI
August 7-8, 2025
Chicago, Illinois
Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.
Meet us at National Index Forum, 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, intake forms, client emails & more.
Feel free to visit us at our booth anytime, we 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!
Meet the team
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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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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.
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