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Zocks at OneVoice 2026
The AI Assistant trusted by thousands of advisors & firms of every size
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Zocks at
Meet Zocks at OneVoice 2026 and learn how advisors use AI
February 2-4
San Diego, California
Come and meet Zocks, the AI Assistant made specifically for financial advisors, wealth managers, and life insurance agents.
Meet us at OneVoice 2026 and see how Zocks supports your practice at every stage of client servicing by automating meeting notes, intake forms, client emails & more.
Feel free to visit us at at Booth #505 anytime, we will be happy to show you how you can save 10+ hours a week and strengthen client relationships with Zocks.
Join Zocks' session: What Wins in Fintech?
Date & Time: Tuesday, 3 February, 15:15 - 16:15
Location: Coral 1, Sheraton San Diego Resort
In a “minute-to-win-it” format, leading fintech innovators will share concise overviews of what’s new in the financial technology landscape, from digital platforms and automation tools to data analytics and compliance solutions. Understand the innovations poised to influence the future of financial advice and firm management, as well as their purposes, functionality and potential impact—fast. You’ll come away with insights into how your firm can enhance efficiency, strengthen client engagement and drive business growth.
Less time on admin, more time building client relationships.
Automate note-taking, meeting admin, forms, CRM updates, and emails with Zocks’ privacy-first AI platform–all without recordings.
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