Is AI just another fleeting trend, or is it redefining how financial advisors work forever?
In this episode, we speak with Mark Gilbert, CEO and Co-Founder of Zocks, a privacy-first AI meeting assistant built specifically for financial services.
Mark shares his journey to founding Zocks and explains why this isn’t just another note-taker—it’s a powerful productivity tool that helps advisors improve client engagement, communication, and efficiency across the board.
You’ll learn how Zocks is helping financial advisors capture critical client data, reduce email response time, and even unlock the capacity to serve more clients by automating time-consuming tasks.
Listen in to get actionable insights on using tech to scale without losing the human touch.
Mark shares:
Connect with Mark Gilbert:
Connect with Kristin Harad: