The 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. 
Shannon and Mark discuss:

How AI is being used to automate emails, capture meeting dat,a and reduce manual tasks
Why the first 60 days of tech adoption are crucial for long-term success
How client intelligence tools can surface key life events and strengthen relationships
The critical importance of data privacy, complianc,e and advisor control in AI systems

Connect with Shannon Rosic:

Shannon Rosic
WealthStack website
WealthManagement.com

Connect with Mark Gilbert:

LinkedIn: Mark Gilbert
Zocks

About Our Guest:
Co-founding and leading Zocks for over two and a half years, they’ve pioneered a privacy-first AI platform for financial services that revolutionizes data capture from conversations. This role has allowed Mark Gilbert to leverage his skills in AI, enterprise, and fintech Platforms, as well as Go-to-market Strategy. 
Prior to Zocks, he held executive product and technology roles at Twilio, Hearsay Social, and Microsoft after graduating with a Bachelor of Applied Science (B.A.Sc.) focused in Electrical Engineering from the University of Waterloo.

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