WEbinar

Thoughtful Tech: Leveraging AI to Streamline Processes & Deepen Client Relationships

As part of our Thought Leaders Webinar series, Mark Friedenthal, Founder & CEO of Tolerisk, and Mark Gilbert, CEO & Co-Founder of Zocks, explored the transformative potential of AI in financial services.

  • The Current & Future State of AI: Gain insights into the latest advancements in AI and its projected trajectory in the financial services industry.
  • Humanizing AI: Discover how AI can strengthen, not replace, human connections with clients.
  • Practical Applications: Explore real-world examples of AI tools that enhance compliance, improve efficiency, and elevate the client experience.
  • Data Security & Privacy: Understand the critical considerations for safeguarding client data in an AI-driven world.
PRESENTED BY
Zocks
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Tolerisk
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks