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WEbinar
How Cambridge Uses AI to Serve More Clients
October
08
10:00 am
ET
PRESENTED BY
Zocks
x
Cambridge Investment Research
Learn how Cambridge Investment Research is using AI to help its advisors save time and engage with more clients.
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks
Thank you! Your submission has been received!
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What You'll See
- How Cambridge built an AI-first strategy across its operations
- Giving advisors “the gift of time” through automation and efficiency
- How agentic AI is accelerating account opening and back-office workflows
- Balancing flexibility and integration in advisor tech stacks
- The evolving role of CRM systems in an AI-driven future
- What the next generation of advisor technology might look like
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
WEbinar
How Cambridge Uses AI to Serve More Clients
October
08
10:00 am
PRESENTED BY
Zocks
x
Cambridge Investment Research
Learn how Cambridge Investment Research is using AI to help its advisors save time and engage with more clients.
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks
What You'll See:
- How Cambridge built an AI-first strategy across its operations
- Giving advisors “the gift of time” through automation and efficiency
- How agentic AI is accelerating account opening and back-office workflows
- Balancing flexibility and integration in advisor tech stacks
- The evolving role of CRM systems in an AI-driven future
- What the next generation of advisor technology might look like
WEbinar
How Cambridge Uses AI to Serve More Clients
Learn how Cambridge Investment Research is using AI to help its advisors save time and engage with more clients.
What You'll See
- How Cambridge built an AI-first strategy across its operations
- Giving advisors “the gift of time” through automation and efficiency
- How agentic AI is accelerating account opening and back-office workflows
- Balancing flexibility and integration in advisor tech stacks
- The evolving role of CRM systems in an AI-driven future
- What the next generation of advisor technology might look like
PRESENTED BY
Zocks
x
Cambridge Investment Research
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks