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WEbinar
AI Without the Risk: Compliance Best Practices for Financial Professionals
October
17
12:00 pm
ET
PRESENTED BY
Zocks
x
Watch the replay of our webinar to learn about best practices for implementing AI tools while staying compliant.
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks
Thank you! Your submission has been received!
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What You'll See
- How to ensure data security when client information moves to the cloud
- The “human in the loop” requirements for books and records
- When and how to disclose AI usage in marketing materials
- Maintaining fiduciary responsibility when AI assists with recommendations
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
WEbinar
AI Without the Risk: Compliance Best Practices for Financial Professionals
October
17
12:00 pm
PRESENTED BY
Zocks
x
Watch the replay of our webinar to learn about best practices for implementing AI tools while staying compliant.
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks
What You'll See:
- How to ensure data security when client information moves to the cloud
- The “human in the loop” requirements for books and records
- When and how to disclose AI usage in marketing materials
- Maintaining fiduciary responsibility when AI assists with recommendations
WEbinar
AI Without the Risk: Compliance Best Practices for Financial Professionals
Watch the replay of our webinar to learn about best practices for implementing AI tools while staying compliant.
What You'll See
- How to ensure data security when client information moves to the cloud
- The “human in the loop” requirements for books and records
- When and how to disclose AI usage in marketing materials
- Maintaining fiduciary responsibility when AI assists with recommendations
PRESENTED BY
Zocks
x
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks