Zocks vs Commonwealth Events

The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone. Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you can focus on your clients. Trusted by thousands of advisors at leading firms including Commonwealth, Carson, Osaic, and RFG. MEETING PREP ANYWHERE - Get AI-generated prep notes pulling data from your CRM, emails, and past conversations - Review client history, action items, and discussion topics at a glance - See meeting participants and context - Send personalized prep emails directly from your phone - Perfect for last-minute reviews or when clients move meetings up CAPTURE EVERY CONVERSATION - One-tap voice recording for any client interaction - Add or remove participants during recording for accurate speaker attribution - Works for scheduled meetings and impromptu conversations - Privacy-first and FINRA compliant STAY ORGANIZED ON THE GO - View all upcoming meetings in one place - Calendar sync with meeting type indicators Join thousands of financial advisors saving 10+ hours every week. Download Zocks and transform how you work with clients. Questions? Contact support@zocks.io or visit zocks.io

The Commonwealth Financial Network® events mobile app allows conference attendees to access event information, including agendas, attendee lists, and more—right at your fingertips. It’s all easily accessible from your smartphone or tablet. Login instructions, including a link to download the app, are sent to attendees via the email address they used to register for the event. IMPORTANT INFORMATION REGARDING THIS APP The Commonwealth events application is available exclusively for use by Commonwealth advisors, advisors’ staff, employees, and select industry partner attendees. Use of the Commonwealth events app is subject to all applicable Commonwealth policies and procedures, including those set forth in Commonwealth’s Compliance Manual and Privacy Notice.