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Zocks at Raymond James EMPOWER Conference
October
12
,
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,
2025
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The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at Raymond James EMPOWER Conference and learn how advisors utilize AI
October 12-15, 2025
Orlando, Florida
Come and meet Zocks, the AI Assistant made specifically for Financial Advisors, Wealth Managers & Life Insurance Agents.
Meet us at Raymond James EMPOWER Conference, and learn how Zocks can support your practice at every stage of client servicing by automating meeting notes, intake forms, client emails & more.
Feel free to visit us at Booth #107 anytime, we will be happy to show you how you can save 10+ hours a week and strengthen client relationships with Zocks.
Join Zocks EVP of Product Jim Hardeman's breakout session
Leveraging Zocks Client AI to Level Up Your Client Experience
When: Tuesday, 14 October 2025 3:10 - 4 PM
Meet the team
Jim Hardeman
EVP, Product at Zocks
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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Get started for free in less than 10 minutes
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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