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Explore our articles, case studies, press releases & learning resources, and find out more about upcoming conferences and webinars where you can meet Zocks.

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Webinars

Explore upcoming and past webinars, podcasts, and talks for best practices and expert perspectives on AI, productivity, and financial advisor efficiency.

What Comes After the AI Notetaker

December 3, 2025

eMoney x Zocks Live Demo: Client Documents to Plans in Seconds

Join Zocks and eMoney for a live walkthrough of Document Intelligence — see how advisors are turning prospect paperwork into populated CRM records and financial plans in seconds, eliminating hours of manual data entry and onboarding clients faster than ever.

December 10, 2025

From Conversation to Financial Plan Faster than Ever

Join Zocks and RightCapital for a fast, practical walkthrough showing how advisors turn discovery calls into finished plans in minutes — capturing data automatically, eliminating manual entry, and accelerating conversions.

December 3, 2025

How Cambridge Uses AI to Serve More Clients

October 8, 2025

Zocks + AdvisorEngine Webinar | The Next Era of Advisor Productivity and Scale

February 11, 2026

Holistiplan + Zocks Webinar | Integration Overview, Demo and Use Cases

October 8, 2025

AI Without the Risk: Compliance Best Practices for Financial Professionals

October 17, 2025

Zocks + SmartOffice integration

August 28, 2025

AI, Efficiency, and Client Engagement with Mark Gilbert

August 5, 2025

Talking Artificial Intelligence, with Zocks Co-Founder Mark Gilbert

July 29, 2025

From CRM to Conversation Intelligence: The Redtail + Zocks Advantage

September 16, 2025

Revolutionizing Financial Advisory with AI: Insights from Jim Hardeman

July 17, 2025

Weekly webinar and live demo

January 8, 2026

Zocks + PreciseFP Integration: Turning Conversations into Operational Velocity

July 17, 2025

AI Note-Taking: From Nice-to-Have to Competitive Necessity

June 20, 2025

Transforming Client Services and Advisors’ Workflow Using AI With Mark Gilbert

June 15, 2025

How to Maximize the AI in Your Tech Stack

May 29, 2025

How to Provide Financial Plans Faster Than Ever With Zocks + eMoney

Watch how Zocks instantly fills out eMoney’s Facts, automatically updates a client’s financial plan, writes detailed replies to your client emails & more.

June 18, 2025

GrowthTech Summit: AI, Tech Stacks & Growth Strategies for Future-Ready Advisory Firms

GrowthTech Summit is a virtual event designed for financial advisors at RIAs committed to driving growth through innovative technology. Watch the replay of the session 'Building a Future-Ready Tech Stack' with Mark Gilbert, Co-Founder & CEO at Zocks.

May 8, 2025

Thoughtful Tech: Leveraging AI to Streamline Processes & Deepen Client Relationships

January 29, 2025

Integrate AI into your Financial Practice

April 30, 2025

The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert

April 4, 2025

From Conversation to Content: AI-Powered Client Engagement for Modern Advisors

April 3, 2025

How Advisors Use Wealthbox + Zocks for AI-Powered Meetings

August 4, 2024
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Upcoming events

Meet the Zocks team live—see where we're headed next!

Zocks at Advisors Excel World Series of Success (WSOS) 2026

Zocks is attending Advisors Excel World Series of Success (WSOS), on January 8-10 2026 Orlando, Florida.

Jan 8, 2026
•
10:00 am
EST

Zocks at Impact Advisor Kickoff 2026

Zocks is attending Impact Advisor Kickoff on January 7-9, 2026, Atlanta, Georgia.

Jan 7, 2026
•
10:00 am
EST

Zocks at The Mastermind Team Retreat

Zocks is attending C2P's The Mastermind Team Retreat on December 2-4, Park City, Utah.

Dec 2, 2025
•
10:00 am
EST

Zocks at 2025 Wealth Management Forum

Zocks is attending 2025 Wealth Management Forum on November 18-20, Philadelphia, Pennsylvania.

Nov 18, 2025
•
10:00 am
EST
See more conferences

Latest press releases

Stay up-to-date with our latest announcements, news, and partnerships.

Zocks Appoints Matt Halloran as Chief Evangelist to Lead AI Education for Advisors

Zocks Appoints Matt Halloran as Chief Evangelist to Lead AI Education for Advisors

December 11, 2025
Zocks and eMoney Announce Enhanced Integration Featuring AI-Powered Document Intelligence

Zocks and eMoney Announce Enhanced Integration Featuring AI-Powered Document Intelligence

December 2, 2025
Zocks and RightCapital Announce AI-Powered Integration to Accelerate Time to Advice

Zocks and RightCapital Announce AI-Powered Integration to Accelerate Time to Advice

November 18, 2025
Kestra Financial Partners with Zocks to Implement AI Assistant Solution

Kestra Financial Partners with Zocks to Implement AI Assistant Solution

November 12, 2025
Zocks and CreativeOne Form Strategic Partnership, Deepening Commitment to Advisor-Centered Innovation

Zocks and CreativeOne Form Strategic Partnership, Deepening Commitment to Advisor-Centered Innovation

October 15, 2025
Holistiplan and Zocks Announce Strategic Partnership to Streamline Advisor Workflows Through AI-Powered Automation

Holistiplan and Zocks Announce Strategic Partnership to Streamline Advisor Workflows Through AI-Powered Automation

September 30, 2025
Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

September 8, 2025
Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction

Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction

September 4, 2025
Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

June 25, 2025
Zocks and eMoney Launch AI-powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Zocks and eMoney Launch AI-powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

June 11, 2025
Zocks Launches SmartOffice Integration to Automate CRM Updates and Advisor Workflows

Zocks Launches SmartOffice Integration to Automate CRM Updates and Advisor Workflows

June 2, 2025
Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

May 28, 2025
Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

Zocks Teams Up with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC to Power Advisor Efficiency and Deliver Greater Client Value

May 14, 2025
Zocks Joins The Wealth Engineering Expert Sourcing Consortium

Zocks Joins The Wealth Engineering Expert Sourcing Consortium

May 14, 2025
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

April 16, 2025
Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement

Zocks Named to 2025 WealthTech100, Recognized for Redefining Advisor Productivity and Client Engagement

April 2, 2025
Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer

Fintech Growth Leader Drew DiMarino Joins Zocks as Chief Revenue Officer

March 12, 2025
Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

March 6, 2025
Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an AI-Driven Edge in Productivity

Osaic Partners with Zocks to Give Their 11,000 Advisors Access to an AI-Driven Edge in Productivity

March 5, 2025
Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

Zocks Partners With Carson Group to Accelerate Client Intelligence Across Their Nationwide Network of RIAs

February 12, 2025
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Case studies

See how advisory firms are leveraging AI and Zocks to improve workflows, strengthen client relationships, and close more prospects.

How a $6B+ Firm Modernized Advisor Operations with Zocks

RFG
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June 27, 2025

From Notes to Insight: How Carson Group Uses Zocks to Power Client Intelligence

Carson Group
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August 13, 2025
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Zocks Academy

Join our courses to master Zocks, build essential skills, and earn certifications at your own pace.

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