Webinars, podcasts & more

See how Zocks transforms Redtail data into action, helping firms scale smarter and engage clients more meaningfully.

Join us for a live session where we’ll walk you through the Zocks platform, explore pricing and service options, and show you how Zocks can automate your workflows.

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.

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.

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.

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

It used to take days to get all the client info you need to create a financial plan. Now Zocks does it for you, automatically.

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