Meet us at our booth to see how Zocks can elevate your client experience and advisor practice,
and book a demo now to claim your 10% attendee discount!
January 29-31, 2025
Embassy Suites by Hilton Denver Downtown
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.
empowers you to...
Save 30-45 minutes on meeting preparation, note-taking and admin work
Keep your team in sync with up-to-date client data and follow-up tasks
Strengthen client relationships by fully focusing during meetings and fast, consistent communication
Stay compliant with privacy-first note-taking and client record updates
We look forward to meeting you at our booth!