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Zocks at Wealth Management EDGE
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at Wealth Management EDGE and learn how advisors utilize AI
June 10-12, 2025
The Boca Raton Resort, Boca Raton, Florida
Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.
Meet us at WealthManagement.com’s EDGE 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.
Don’t miss Zocks at the Quickfire Showcase on Wednesday, June 11 at 2:45 PM ET for a live demo session featuring the latest breakthroughs in WealthTech—including a spotlight on Zocks, the AI assistant built for advisors, with EVP of Product, Jim Hardeman. Watch top innovators compete for "Best of Show" and get a front-row seat to the future of advisor technology.
Feel free to visit us at our booth anytime, we 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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