Thoughtful Tech: Leveraging AI to Streamline Processes & Deepen Client Relationships
.webp)
Overview
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.
Many advisors fear technology will make their services feel robotic and impersonal. This webinar challenges that assumption, demonstrating how thoughtfully designed AI tools can enhance the human touch, streamline processes, and deepen client relationships.
Key Takeaways:
- 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.
How Zocks makes a difference
We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.
At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable.
Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.
We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.
At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable.
Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.
We invested in Zocks because they are not just an alternative in this space—they are the enterprise-ready leader that financial advisors and firms need. Zocks goes beyond a sleek UX, delivering broader intelligence and workflow automation across both client servicing and financial products. Mark and his team bring the ideal combination of experience and vision to transform wealth management with AI agents.
At Hill Investment Group, we pride ourselves on leveraging technology to stay ahead of the competition. Zocks has been a game-changer for us! Its advanced AI note-taking capabilities streamline work, enhance decision-making, and provide us with deep insights that were previously unattainable.
Zocks’ accurate transcription and note generation allow us to be more present for our client during meetings. The extensive data capture means we worry less about missing key client information and compliance.
More Webinars
Get started for free in less than 10 minutes
You’ll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.
.webp)