Webinars & Videos
How to Maximize the AI in Your Tech Stack
On-Demand Webinar
AI is already transforming how top advisors run their business. In this exclusive session, we’ll dive into how two of the most powerful AI-driven tools in wealth management — Zocks and Wealth.com — are helping advisors streamline workflows, enhance client intelligence, and deliver personalized client service at scale.
You’ll get an inside look at how Zocks turns conversations into structured, actionable data, and automates client meeting and advisor workflows, and how Wealth.com’s Ester AI is simplifying estate planning conversations with clients in seconds — not hours.
Join us for a live walkthrough of both platforms, and stick around for an interactive Q&A to answer your questions.
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You’ll hear from:
Trusted Estate Planning Solution for the Industry’s Leading Firms
