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Zocks at Osaic ConnectED 2025
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at Osaic ConnectED and learn how advisors utilize AI
September 14-17, 2025
San Antonio, Texas
Come and meet Zocks, the AI Assistant made specifically for Financial Advisors.
Meet us at Osaic ConnectED 2025 and we will show you how Zocks supports your practice at every stage of client servicing by automating meeting notes, intake forms, client emails & more.
Feel free to visit us at our booth anytime, we will be happy to show you how you can save 10+ hours a week and strengthen client relationships with Zocks.
Join Zocks Co-Founder & CEO Mark Gilbert's session
AI Advantage: Level 3 – Strategic Integration for Growth
When: 3:45 PM - 4:35 PM Monday, September 15
Where: Room 217 C/D
In this advanced session, take your AI knowledge to the next level with a focus on strategic integration and workflow optimization. Explore how to leverage AI-driven insights to personalize client experiences and drive business growth. This session is ideal for those leading AI adoption within their practice who have a desire to unlock its full potential. This breakout is the third in a 3-part series.
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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