Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
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Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks
WealthTech Today
2 months ago
Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks
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 […]
WealthTech Today
Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
