How Cambridge Uses AI to Serve More Clients

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The Modern Advisor Podcast

Chris Arnold | Zocks

8 episodes

4 days ago

Join host Chris Arnold, Lead Advisor at Refresh Wealth, as he explores how AI and technology are transforming financial services. Each episode features conversations with forward-thinking advisors and firms who are leveraging innovative tools to enhance client relationships and streamline operations. Discover practical strategies, implementation insights, and real-world success stories that can help elevate your practice in today's digital landscape. Presented by Zocks (zocks.io) - The Meeting Assistant made for Financial Advisors. Zocks captures financial details during client meetings, prepa

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How Cambridge Uses AI to Serve More Clients

The Modern Advisor Podcast

31 minutes 20 seconds

1 month ago

How Cambridge Uses AI to Serve More Clients

Cambridge 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 of Product Management, Cambridge Investment Research🔗 LinkedIn

Mark GilbertCo-Founder & CEO, Zocks – AI Assistant for Financial Advisors🔗 LinkedIn

Chris ArnoldHost of The Modern Advisor Podcast | Founder & Lead Advisor, Refresh Wealth | Brand Ambassador, Zocks🔗 LinkedIn