March 19–21, 2025
Red Rock Casino Resort & Spa, Las Vegas, Nevada
Visit us at Ameritas AIC/AAS Forum 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.
Looking forward to meeting you at our booth!
empowers you to...
Save 45 minutes per client meeting by automating meeting preparation and note-taking from virtual, in-person and phone meetings
Keep client records up to date with auto-syncing notes, tasks and initiating workflows through seamless CRM integration
Strengthen client relationships with consistent, personalized follow-up emails and by fully focusing on clients during meetings
Protect data security and stay compliant with 100% no-recording note-taking, SOC 2 Type 2 certification, and user-defined data retention policies