AI for Advisors Mark Gilbert @ Zocks + Are notetakers building CRMs? + Wealthbox & Hazel
Sep 19, 2025
41:16
In 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.takeaways
- Mark Gilbert has a rich background in tech and finance.
- Zocks focuses on privacy by not recording conversations.
- AI is transforming the way advisors manage client interactions.
- The Future Proof conference showcased innovative ideas in finance.
- AI can help advisors offer more services efficiently.
- Concerns about recording conversations are prevalent among clients.
- The role of AI in government is emerging, as seen in Albania.
- Zocks aims to redefine note-taking in financial services.
- Consolidation in the wealth tech landscape is expected.
- Advisors should try multiple AI solutions to find the best fit.
- AI's Role in Transforming Financial Services