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Zocks at WestPoint Annual Kickoff
March
13
,
-
,
2026
Washington, D.C.
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at WestPoint Annual Kickoff and learn how advisors utilize AI
March 13, 2026
Washington, D.C.
Come and meet Zocks, the AI Assistant made specifically for Financial Advisors.
Meet us at WestPoint Annual Kickoff and see how Zocks supports your practice at every stage of client servicing by automating meeting notes, intake forms, client emails & more.
We will be happy to show you how you can save 10+ hours a week and strengthen client relationships with Zocks.
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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