Join us and our featured ACP partner Zocks this month on May 15th @ 12pm ET! This webinar will be presented by Mark Gilbert, Founder & CEO and Jim Hardeman, EVP Product. Learn more about our newest ACP Partner, Zocks. A privacy-first, AI-based meeting assistant and follow-up app specifically designed for financial advisors. Zocks analyzes conversations in real-time and automatically captures the personal and financial information needed for financial planning, insurance planning, tax and wealth management. Zocks automatically generates meeting summaries, identifies action items, creates client profiles, and automates post-meeting tasks and communications. Plus, it seamlessly integrates with CRM systems to save time and drive efficiency.