Webinars

Upcoming webinars

Stay informed with the latest articles, best practices, and expert perspectives on AI, productivity, and meeting efficiency.

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January 19, 2025

•

7:00 pm

EST

Zocks at the FPA Chapter Leaders Conference

GrowthTech Summit: AI, Tech Stacks & Growth Strategies for Future-Ready Advisory Firms

The AI Client Intelligence Platform trusted by thousands of financial advisors and leading broker-dealers

Thoughtful Tech: Leveraging AI to Streamline Processes & Deepen Client Relationships

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.

January 29, 2025

Integrate AI into your Financial Practice

What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your process.

The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert

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

From Conversation to Content: AI-Powered Client Engagement for Modern Advisors

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

April 3, 2025

How Advisors Use Wealthbox + Zocks for AI-Powered Meetings

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. Learn how this integration enhances productivity and client engagement for in-person and virtual meetings.

Get started for free in less than 10 minutes

You’ll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.

Get started for free Book a demo