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WEbinar
AI, Efficiency, and Client Engagement with Mark Gilbert
August
05
10:00 am
ET
PRESENTED BY
Zocks
x
Zocks CEO & Co-Founder, Mark Gilbert, shares how AI allows advisors to give every client fast, personalized service.
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks
Thank you! Your submission has been received!
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What You'll See
- How Zocks goes beyond a meeting assistant.
- Why AI is more than just a buzzword.
- How AI can streamline client communication.
- How to navigate privacy concerns with clients.
- Why financial advisors need multiple AI tools.
- How AI improves response time and productivity.
- How advisors can scale services with automation.
- What’s next in AI for financial professionals.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
WEbinar
AI, Efficiency, and Client Engagement with Mark Gilbert
August
05
10:00 am
PRESENTED BY
Zocks
x
Zocks CEO & Co-Founder, Mark Gilbert, shares how AI allows advisors to give every client fast, personalized service.
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks
What You'll See:
- How Zocks goes beyond a meeting assistant.
- Why AI is more than just a buzzword.
- How AI can streamline client communication.
- How to navigate privacy concerns with clients.
- Why financial advisors need multiple AI tools.
- How AI improves response time and productivity.
- How advisors can scale services with automation.
- What’s next in AI for financial professionals.
WEbinar
AI, Efficiency, and Client Engagement with Mark Gilbert
Zocks CEO & Co-Founder, Mark Gilbert, shares how AI allows advisors to give every client fast, personalized service.
What You'll See
- How Zocks goes beyond a meeting assistant.
- Why AI is more than just a buzzword.
- How AI can streamline client communication.
- How to navigate privacy concerns with clients.
- Why financial advisors need multiple AI tools.
- How AI improves response time and productivity.
- How advisors can scale services with automation.
- What’s next in AI for financial professionals.
PRESENTED BY
Zocks
x
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks