Zocks at Nitrogen Fearless Investing Summit

Meet Zocks at Nitrogen Fearless Investing Summit and learn how advisors use AI 

February 18-20

Denver, Colorado

Come and meet Zocks, the AI Assistant made specifically for financial advisors, wealth managers, and life insurance agents.

Meet us at Nitrogen Fearless Investing Summit 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 #312 anytime, we will be happy to show you how you can save 10+ hours a week and strengthen client relationships with Zocks.

Join a session with Zocks CEO Mark Gilbert: Integrating AI into your Client Communications

Date & Time: Friday, 20 February, 9:00 AM - 9:45 AM MST

Location: Level 3, Centennial Ballroom

As AI rapidly reshapes the advisor-client experience, industry leaders are taking different approaches to what comes next. This panel brings together top CEOs - including a few direct competitors - for an open, honest conversation about how AI should (and shouldn’t) play a role in client communication.

You’ll hear contrasting viewpoints, bold predictions, and practical insights as they explore the balance between efficiency and personalization, the risks and rewards of automation, and how firms can thoughtfully integrate AI without losing the human touch. Get ready for a lively dialogue that challenges assumptions and illuminates the future of client communication.