Zocks at Silver Oak Unplugged 2025 | Zocks Conference Event

April

2025

The AI Assistant trusted by thousands of advisors & firms of every size

Zocks at

Meet Zocks at Silver Oak Unplugged and learn how advisors utilize AI

May 5-7, 2025

Hutton Hotel, Nashville, Tennessee

Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.

Meet us at Silver Oak Unplugged 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, task management, and follow-ups.

Zocks AI Meeting Assistant helps Financial Advisors automate note-taking and workflows

Feel free to visit us at our booth anytime, where Steven Latow and Colby Hazelip will be happy to show you how you can AI-power your note-taking, save 8+ hours a week and strengthen client relationships with Zocks.

Looking forward to meeting you!