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Zocks at XYPN Live 2025
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at XYPN Live 2025 and learn how advisors utilize AI
September 25-27, 2025
Austin, Texas
Come and meet Zocks, the AI Assistant made specifically for Financial Advisors.
Meet us at XYPN Live 2025 and we will show you how Zocks supports your practice at every stage of client servicing by automating meeting notes, intake forms, client emails & more.
Feel free to visit us at our booth 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 Showcase
When: Friday, September 26, 10:30 AM – 12:00 PM
Where: Level 2, Moontower Hall, Expo Stage
It's hard to “stay ahead of the curve” when it comes to your tech, and we know that staying up-to-date on the latest features and best practices is a pain point, whether you have a firm of 1 or 100. Power users in the Network are partnering with a select group of tech solutions to demo exactly how tech works best in their practices day-to-day.
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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