Insights, learning & events

Native meeting scheduling, SharePoint Integration & more - see what's new in Zocks!

Evaluate enterprise AI platforms for advisory firms. Check security, compliance, data architecture, and integration depth using this 2026 framework.

Client Queries, Document Intelligence & more - see what's new in Zocks!

A practical guide to AI data security for financial advisors.

Ask one question to find the growth already sitting in your book, then take a referral from first meeting to signed with a proposal in 48 hours. Live August 27.

See how Zocks turns client conversations into completed servicing workflows — transfers, money movement, and account opening.

Rewatch the live product launch of Zocks Client Queries — an industry-first way for advisors to find growth and stay ahead of client needs across their book.

A hands-on session for advisors and their support staff who are ready to go deeper to customize Zocks to your practice.

A hands-on session designed to take advisors and their support staff quickly from "set up" to "saving time."

See how advisors are using Zocks MCP + Claude to turn client conversations into client-ready work in minutes.

See how Zocks automates client reviews, from identifying clients due for review to meeting prep, follow-up, and next steps.

Stop losing momentum between the meeting and the submission. Turn every client conversation into clean notes, a complete case packet, and the next steps to move underwriting forward.

Five advisors share how they've transformed their workflows, freed up staff time, and delivered better client outcomes by connecting Zocks and Holistiplan.

Watch Claude work from your actual client conversations and see what becomes possible when AI really knows your clients.

Join Zocks and Wealth.com for a practical walkthrough showing how advisors use real estate planning context to run better meetings, reduce follow-ups, and move estate plans forward faster.

Join Zocks CEO and Founder Mark Gilbert's session at WealthManagement.com's 2026 Market Outlook Summit.

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.

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.

Learn how Cambridge Investment Research is using AI to help its advisors save time and engage with more clients.

Join Zocks and AdvisorEngine for a live walkthrough showing how advisors eliminate manual CRM work, keep records perfectly up to date, and reclaim 10+ hours every week — without changing how they meet with clients.

Watch the recording of our special live demo to hear directly from both teams about the integration features, how to get started, and the benefits this partnership brings to your firm.

Watch the replay of our webinar to learn about best practices for implementing AI tools while staying compliant.

See how you can save 10+ hours a week by automating note-taking and admin with Zocks' SmartOffice integration.

Zocks CEO & Co-Founder, Mark Gilbert, shares how AI allows advisors to give every client fast, personalized service.

Osaic's Mark Matheny meets with Zocks Co-Founder and CEO, Mark Gilbert. They discuss the world of artificial intelligence and how it is affecting financial services.

What if your CRM could actually listen? In this session, we’ll explore how advisors can unlock deeper insights, automate follow-ups, and stay compliant—without adding more tools or admin.

Join Zephyr's Adjusted for Risk Podcast, recorded at the Wealth Management Edge Conference, with Jim Hardeman, EVP of Product at Zocks, to discuss the integration of AI in the financial advisory space.

Learn how Zocks and PreciseFP integrate to turn conversations into structured data to faster onboard clients, create and update financial plans and elevate the client experience.

Discover how Zocks AI platform is transforming wealth management by automating administrative tasks and enhancing client relationships.

Mark Gilbert, Co-founder and CEO of Zocks, discussed how advisors are changing how they work with AI on "The Customer Wins" podcast.

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

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.

As part of our Thought Leaders Webinar series, Mark Friedenthal, Founder & CEO of Tolerisk, and Mark Gilbert, CEO & Co-Founder of Zocks, explored the transformative potential of AI in financial services.

What if AI could save you an extra 10 hours a week? We are talking about actual time back. Without adding headcount or overhauling your process.

Zocks CEO Mark Gilbert details how AI enhances client intelligence, streamlines operations and empowers advisors to serve clients better.

Learn ways to leverage AI to transform your client and prospect communications into personalized outreach, saving you hours of time.

Join us for a previously recorded webinar to discover how advisors using Wealthbox and Zocks can automatically create events, notes, and tasks in Wealthbox based on analyzing client meeting conversations–without needing recordings.