Zocks at the FPA Chapter Leaders Conference

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January
19
,
-
,
2025
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Zocks at the FPA Chapter Leaders Conference

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

Concurrent
Triad Wealth
Commonwealth
Osaic
Hightower
Carson
RFG
Cambridge
United Planners
NewEdge Advisors
TAG
JW Cole
SAX
Silver Oak
Retirement Planning
Concurrent
Triad Wealth
Commonwealth
Osaic
Hightower
Carson
RFG
Cambridge
United Planners
NewEdge Advisors
TAG
JW Cole
SAX
Silver Oak
Retirement Planning

Zocks at

Meet Zocks at the FPA Chapter Leaders Conference and learn how Advisors utilize AI 

January 29-31, 2025
Embassy Suites by Hilton Denver Downtown | Denver, Colorado

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

Visit us at the FPA Chapter Leaders 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 our booth anytime, our team will be happy to show you how you can AI-power your note-taking, save 45 minutes on meeting admin and strengthen client relationships with Zocks.

We look forward to meeting you at our booth!

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.

Get started for free in less than 10 minutes

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.
14-day free trial