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WEbinar
The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert
April
04
9:00 am
ET
PRESENTED BY
Zocks
x
Zocks CEO Mark Gilbert details how AI enhances client intelligence, streamlines operations and empowers advisors to serve clients better.
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks
Shannon Rosic
Director of WealthStack Content and Solutions at Informa
Thank you! Your submission has been received!
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What You'll See
- How AI is being used to automate emails, capture meeting data and reduce manual tasks
- Why the first 60 days of tech adoption are crucial for long-term success
- How client intelligence tools can surface key life events and strengthen relationships
- The critical importance of data privacy, compliance and advisor control in AI systems
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
WEbinar
The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert
April
04
9:00 am
PRESENTED BY
Zocks
x
Zocks CEO Mark Gilbert details how AI enhances client intelligence, streamlines operations and empowers advisors to serve clients better.
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks
Shannon Rosic
Director of WealthStack Content and Solutions at Informa
What You'll See:
- How AI is being used to automate emails, capture meeting data and reduce manual tasks
- Why the first 60 days of tech adoption are crucial for long-term success
- How client intelligence tools can surface key life events and strengthen relationships
- The critical importance of data privacy, compliance and advisor control in AI systems
WEbinar
The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert
Zocks CEO Mark Gilbert details how AI enhances client intelligence, streamlines operations and empowers advisors to serve clients better.
What You'll See
- How AI is being used to automate emails, capture meeting data and reduce manual tasks
- Why the first 60 days of tech adoption are crucial for long-term success
- How client intelligence tools can surface key life events and strengthen relationships
- The critical importance of data privacy, compliance and advisor control in AI systems
PRESENTED BY
Zocks
x
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks
Shannon Rosic
Director of WealthStack Content and Solutions at Informa