The rise of AI is making a pivotal shift in wealth administration—streamlining operations, enhancing consumer engagement and serving to advisors scale. Whereas some companies stay hesitant, the long run belongs to these embracing AI not as a alternative however as a co-pilot that empowers them to serve purchasers higher and develop extra effectively.
On this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack content material and options, sits down with Mark Gilbert, founder and CEO of Zocks, to discover how AI is redefining consumer intelligence, product reliability and compliance within the advisor tech stack.
Shannon and Mark talk about:
Join with Shannon Rosic:
Join with Mark Gilbert:
About Our Visitor:
Co-founding and main Zocks for over two and a half years, they’ve pioneered a privacy-first AI platform for monetary companies that revolutionizes knowledge seize from conversations. This function has allowed Mark Gilbert to leverage his abilities in AI, enterprise, and fintech Platforms, in addition to Go-to-market Technique.
Previous to Zocks, he held govt product and know-how roles at Twilio, Rumour Social, and Microsoft after graduating with a Bachelor of Utilized Science (B.A.Sc.) centered in Electrical Engineering from the College of Waterloo.
