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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Zocks

Profile

Zocks is a privacy-first, AI Platform that assists financial advisors (and reps) with automated client meeting prep, note taking during virtual and in-person meetings, post meeting follow ups, and personalized email communications - all without recordings. Plus, Zocks seamlessly integrates with CRM to save time and keep records up to date.