Fintech Impact

In this episode of Fintech Impact, host Jason Pereira speaks with Mark Gilbert, Co-founder and CEO of Zocks Communications. Zocks Communications introduces an artificial intelligence-driven meeting assistant designed specifically for financial advisors. Throughout the discussion, Gilbert delves into the origins of Zocks, its innovative approach to capturing and structuring meeting-based data, and the broader implications of AI in enhancing advisor-client interactions.Episode Highlights:00:09: Jason Pereira introduces Mark Gilbert and discusses Zocks Communications, an AI-driven platform created to assist financial advisors by capturing crucial information from meetings. Gilbert shares his excitement about the project, painting a picture of a semantic-rich platform that swiftly organizes and presents meeting data, simplifying follow-up processes for advisors.00:56: Mark Gilbert shares the backstory of Zocks Communications, sparked by his experiences at Twilio and the emerging demand to mine actionable data fro