Zocks vs Kestra 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

Kestra Events is your all-in-one tool for planning and navigating your event experience. Find out where to go next, discover who else is attending, and learn more about event sponsors. In the app, you can: •Access Multiple Events: Easily view and manage all the Kestra events you’re attending from a single app. •Agenda: Explore the conference schedule, including breakout sessions, keynotes, and general sessions. •Speakers: Get detailed information about the speakers featured at the event. •Sponsors: Learn more about the event sponsors and their contributions. With Kestra Events, you'll have everything you need to make the most of your event experience.