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Zocks at Orion Ascent 2025
January
22
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,
2025
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at Orion Ascent 2025 and learn how Advisors utilize AI
February 3-6, 2025
Hyatt Regency Orlando | Orlando, Florida
Booth #510
Come and meet Zocks, the AI Meeting Assistant made specifically for Financial Advisors.
Visit us at Orion Ascent 2025 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 30-45 minutes on meeting admin and strengthen client relationships with Zocks.
We look forward to meeting you at Booth #510!
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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