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Book a demo
Book a demo with one of our product experts.
Ready to see how Zocks can help level up your client experience?
1
Choose your firm size
Let us know your firm size so we can tailor our demo to your needs.
2
Pick a day and time for your demo that best fits your schedule
Use the date selector on the right.
3
We’ll send you an email confirming the details
Feel free to invite your colleagues and team members.
Book a demo
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Leading financial advisors, firms, and enterprises choose Zocks AI Meeting Assistant for unrivaled note-taking accuracy, client insights, customization and compliance
