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Zocks at RIA Edge LA
October
7
,
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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 RIA Edge LA and learn how advisors utilize AI
October 7-8, 2025
Los Angeles, California
Come and meet Zocks, the AI Assistant made specifically for Financial Advisors, Wealth Managers & Life Insurance Agents.
Meet us at RIA Edge LA, 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 #14 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 at the Tech for Growth Summit
C-Suite Perspectives: Orchestrating AI Integration in Wealth Management
When: Tuesday, 7 October 2025 9:30 - 10:10 AM
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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