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Zocks at United Planners 2025 Connect National Conference
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at United Planners 2025 Connect National Conference and learn how advisors utilize AI
June 3-5, 2025
Hyatt Regency Phoenix, Arizona
Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.
Meet us at Connect National Conference 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.
Feel free to visit us at our booth anytime, where Sydney Harrington and Andrew Frey will be happy to show you how you can AI-power your note-taking, save 10 hours a week and strengthen client relationships with Zocks.
Looking forward to meeting you!
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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