Shows
The WealthTech PodcastHow AI is Rewiring the Advisor Tech Stack | Mark Gilbert, ZocksArtificial intelligence is rapidly reshaping wealth management, and few areas are seeing bigger gains than advisor productivity. Host Mark Wickersham sits down with Mark Gilbert, Co-Founder & CEO of Zocks, to discuss how AI is transforming the advisor t ech stack from meeting notes to client growth. 🎥 Watch on YouTube: https://youtu.be/jVFIzE88HrUIn this episode, we cover:✅How AI is saving advisors 5–10+ hours per week✅Why structured data is critical to advisor workflows✅Note Taking CRM integrations and workflows✅AI guardrails, compliance, a...
2026-04-3046 min
The Advisors Edge PodcastS2E4 | Why Advisors Don’t Want Another System, and What AI Should Do Instead - feat. Mark Gilbert, CEO, ZocksMark Gilbert is the co-founder and CEO of Zocks, an AI platform built specifically for financial advisors. This conversation is not about AI in the abstract. It is about where AI can actually remove friction inside an advisory firm, where the risk questions begin, and what changes when client conversations become structured data.In this episode, Chad and Chuck talk with Mark about where advisor AI is useful, where firms should be cautious, and what practical adoption looks like for RIAs that already have a full tech stack.What You'll Discover:✅ How client co...
2026-03-2443 min
Mantle MondaysThe Painkiller Principle: How Zocks Is Giving Financial Advisors Their Time Back (Mark Gilbert)In this episode of Mantle Mondays, Amar Varma sits down with Mark Gilbert, co-founder and CEO of Zocks, to talk about what it really takes to build a product people can’t live without. Mark's journey is anything but linear: from programming at Canada Post as a teenager, to interning at Elon Musk's first company Zip2, to building global infrastructure at Microsoft and scaling Twilio through COVID, Mark brings a rare combination of deep technical credibility and hard-won founder instincts.Learn more about Zocks: zocks.ioLearn more about Mantle: withmantle.com
2026-02-2341 min
Next MileWhy the Future of Advice Is Less About Tech and More About People with Joe MossEpisode 131: This week, Kyle Van Pelt talks with Joe Moss, Founder at AdvisorTechBook. With a background in real estate and data analysis, Joe has become a go-to resource for financial advisors looking to optimize their tech stacks.Â
Joe talks with Kyle about the rapidly evolving world of advisor technology, AI, and personal branding in wealth management. He discusses how financial advisors can simplify their technology, leverage AI effectively, build meaningful personal brands, attract top talent, and grow organically in an industry where relationships matter most.
In this episode:
(00:00) - Intro
(01:26) – Joe’s mon...
2026-02-1036 min
The Disruption Is NowMark Gilbert’s Vision for Human-Centered AI in FinanceHost Greg Matusky sits down with Mark Gilbert, Founder & CEO of Zocks, to explore how a “privacy-first” AI platform is challenging the status quo in financial services. They dive into the tension between insight and surveillance, why financial firms may actually be safer by embracing AI early, and how humans - not algorithms - must remain at the center of the next wave of intelligent systems.
2025-12-1042 min
The Modern Advisor PodcastHow Cambridge Uses AI to Serve More ClientsCambridge Investment Research has been one of the early pioneers bringing AI into financial advising.In this episode, Chris Arnold and Mark Gilbert talk with Erica Molina, VP of Product Management at Cambridge, about how her team turned AI strategy into action—from giving advisors back their time to completely rethinking how firms operate at scale.Erica breaks down Cambridge’s “AI-first” vision, what it takes to introduce AI safely in a highly regulated environment, and how the firm’s new agentic AI workflow is reshaping everything from account opening to client engagement.Erica MolinaVP o...
2025-10-0831 min
AI for AdvisorsMark Gilbert @ Zocks + Are notetakers building CRMs? + Wealthbox & HazelIn this episode of AI for Advisors, hosts Mark Heynen and James Cantwell engage with Mark Gilbert, co-founder of Zocks, discussing the evolution of AI in financial services. They explore the unique approach Zocks takes towards privacy and compliance, the implications of AI in government, and the future of note-taking and wealth management. The conversation also touches on the challenges and opportunities presented by AI, the role of CRMs, and best practices for vetting AI solutions in the industry.takeawaysMark Gilbert has a rich background in tech and finance.Zocks focuses on privacy by not recording conversations...
2025-09-2041 min
WealthTech TodayEp. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, ZocksThe post Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks appeared first on and was written by Elana Iskowitz.
AI isn’t just taking notes anymore—it’s running the advisor desktop. In this episode, Craig Iskowitz speaks with Mark Gilbert, CEO and co-founder of Zocks, about how AI assistants are moving beyond transcription to automate workflows, coach advisors, and integrate deeply into the wealth management ecosystem. Key Takeaways From note-taker to operating system – Why the […]
The post Ep. 302: Inbox Whisperers and Client Coaches: AI Assista...
2025-08-2100 min
Don't Do ThatDon't Do That: The Best "Don't Do That" Moments from Industry LeadersWhat if the secret to success isn't what you should do, but what you absolutely shouldn't?What do brilliant jerks, head trash, and the "parent thing" have in common? They're all career killers that successful leaders have learned to avoid—the hard way.Kelly Waltrich curates the most eye-opening "Don't Do That" moments from 20+ industry titans who've made every mistake so you don't have to. This isn't your typical highlight reel—it's a rapid-fire collection of expensive lessons learned, toxic patterns exposed, and blind spots revealed.In just 21 minutes, you'll get decades of coll...
2025-08-0421 min
Osaic Technology PodcastTalking Artificial Intelligence, with Zocks Co-Founder Mark GilbertOsaic's Mark Matheny meets with Zocks Co-Founder and CEO, Mark Gilbert. They discuss the world of artificial intelligence and how it is affecting financial services. Hear how Zocks AI can directly impact your financial business today, by saving time and by facilitating meaningful integrations with your current systems. Learn how you can turn client meetings into actional insights, clean up administrative work and simplify post-meeting processes. https://www.zocks.io/resources/osaic-onboarding
2025-07-2915 min
Full Advisor Coaching - The PodcastAI, Efficiency, and Client Engagement with Mark Gilbert (Ep. 37)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...
2025-07-2334 min
From Busy to RichE148 – How Can AI Transform Financial Advisory Practices for the Better?Click here to watch the video version.
In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin welcome Mark Gilbert, CEO and co-founder of Zocks, an AI startup transforming financial advisory work. Mark shares how Zocks streamlines client data capture, automates notetaking, and simplifies form filling, freeing advisors from administrative tasks. The conversation explores the challenges of adopting new technology, the importance of customizing workflows, and how AI tools like Zocks empower advisors to focus on client relationships and business growth.Â
In today’s episode we will cover:
Introduction of Zock...
2025-07-1631 min
The Customer Wins[AI Series] Transforming Client Services and Advisors' Workflow Using AI With Mark GilbertMark Gilbert is the Co-founder and CEO of Zocks, an AI-powered platform helping financial advisors streamline workflows by automating tasks like meeting notes, CRM updates, and client communications. Under his leadership, Zocks has raised over $19 million in funding and is recognized as a leader in WealthTech innovation. Before launching Zocks, Mark held senior product leadership roles at Twilio, Hearsay Systems, and Microsoft. He earned a bachelor's degree in applied science in electrical engineering from the University of Waterloo. In this episode… Financial advisors are overwhelmed with administrative tasks that distract them from client engagement and st...
2025-06-1632 min
The WealthStack PodcastThe WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark GilbertThe rise of AI is creating a pivotal shift in wealth management—streamlining operations, enhancing client engagement, and helping advisors scale. While some firms remain hesitant, the future belongs to those embracing AI not as a replacement but as a co-pilot that empowers them to serve clients better and grow more efficiently.
In this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with Mark Gilbert, founder and CEO of Zocks, to explore how AI is redefining client intelligence, product reliability, and compliance in the advisor tech stack.Â
Sha...
2025-04-0434 minDon't Do ThatDon’t Wait to Start Marketing with Mark Gilbert, ZocksWhat if AI could give you back nine hours a week—would you take it?Mark Gilbert, CEO and founder of Zocks, joins host Kelly Waltrich for a conversation about the transformative potential of AI, a platform that actually delivers on its promise of saving advisors time, and the costly mistake of waiting too long to build marketing momentum. During the discussion, Mark explains how Zocks is helping advisors reclaim up to nine hours per week by eliminating the tedious administrative tasks they hate: meeting prep, documentation, follow-up, and data entry. Mark and Kelly also exp...
2025-03-2022 min
Rainmaker Multiplier On-DemandAI For Advisors: How to Boost Efficiency and Closing Ratios with ZocksDiscover how implementing Zocks AI platform for financial advisors can transform your practice by streamlining client meetings, improving documentation, and enhancing follow-up communications. In this episode, host Cary Chaitoff, VP of Marketing at C2P, is joined by Mark Gilbert, Co-Founder & CEO of Zocks Communications, and Jim Hardeman, EVP of Product at Zocks. Fred Lowry, CRC® also contributes to the conversation as a practicing financial advisor with BrightPath Wealth Advisors who has successfully integrated Zocks into his practice. Learn how this compliance-approved AI solution can capture detailed meeting notes, generate personalized client communications, and automate form completion while maintaining s...
2025-03-0621 min
Game Film PodcastMark Gilbert on Revolutionizing Advisor Efficiency with AI"When you're focusing, that means you're ignoring other things. And that's probably the hardest part of leadership, is to just let certain things go knowing that you’ve made a bet on what matters most.”Mark Gilbert isn’t just talking about innovation—he’s living it.In the debut episode of Game Film, host Dr. Jordan Hutchison sits down with the Founder and CEO of Zocks to uncover the transformative potential of AI in financial services. From his days at Microsoft to launching a cutting-edge platform that’s changing how...
2025-03-0538 min
The Executive Brand PodcastFrom VP at Twilio to AI Founder: Mark Gilbert’s Lessons on Product Management, Growth, and FundraisingMark Gilbert is the Co-Founder & CEO of Zocks, an AI meeting assistant designed specifically for financial advisors. Before founding Zox, Mark was the VP Of Product Management at Twilio, CTO at Hearsay Systems and General Manager at Microsoft. In this episode, Mark shares how he transitioned from corporate life to running his own startup, the challenges and opportunities he sees in the rapidly evolving AI landscape, and why focusing on a niche market has been a game-changer for Zox. He also dives into the importance of prioritizing product development, building credibility in B2B...
2025-03-0438 min
The Disruption Is NowRedefining Client Engagement and Efficiency in Wealth Management: Live from AdviseAI 2024In part three of our AdviseAI series, host Greg Matusky speaks with three prominent voices on AI’s expanding role in financial services. Mark Gilbert, CEO of Zocks, explores how conversational AI can capture and analyze client discussions to create actionable insights, helping advisors streamline tasks and personalize client interactions. Rachel Witkowski, AI and technology reporter at Financial Planning, shares her perspective on AI’s impact on journalism and how financial advisors are integrating new tools. Finally, Dr. Harry Mamaysky, CIO and Head of Research at QuantStreet Capital, discusses the intersection of computational linguistics and finance, revealing how AI can pars...
2024-11-061h 18
Fintech ImpactZocks with Mark Gilbert | E315In this episode of Fintech Impact, host Jason Pereira speaks with Mark Gilbert, Co-founder and CEO of Zocks Communications. Zocks Communications introduces an artificial intelligence-driven meeting assistant designed specifically for financial advisors. Throughout the discussion, Gilbert delves into the origins of Zocks, its innovative approach to capturing and structuring meeting-based data, and the broader implications of AI in enhancing advisor-client interactions.Episode Highlights:00:09: Jason Pereira introduces Mark Gilbert and discusses Zocks Communications, an AI-driven platform created to assist financial advisors by capturing crucial information from meetings. Gilbert shares his excitement about the project, painting a...
2024-03-1223 min
For Advisors By AdvisorsFor Advisor By Advisors - Interview with Mark Gilbert, Founder & CEO at Zocks - Social Media and AI: What is Next for the Financial Advisors?In this episode, we talk with Mark Gilbert, Founder & CEO at Zocks. We go over AI in the Financial Advisor space. From using Hearsay to what is next in the world of AI.  We also went over the other side of these monitoring software’s and how they work with compliance.  Mark has tons of experience in this space and truly dives into what innovations have happened and what’s next. Hope you enjoy it!  Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  I’m always...
2023-06-2127 min