
Mark Gilbert
Columnist at Bloomberg Opinion
Columnist for @opinion. Based in London. Born in Liverpool. Citizen of the world. Precautionary accounts @scouseview.bsky.social @[email protected]
Articles
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4 weeks ago |
ffnews.com | Lauren Towner |Mark Gilbert |Adrian Johnstone |Robert C. Gorman
Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, has announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data synchronization between the platforms, allowing firms to leverage AI-powered insights while maintaining streamlined workflows and developing client relationships. Contacts, meeting notes, and tasks will now sync automatically between systems.
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Jan 14, 2025 |
advisorperspectives.com | Mark Gilbert
Financial services firms increasingly seek to augment and improve their service offerings with technology, especially AI-powered solutions. However, an often-overlooked element of vendor due diligence is the vendor's track record for successful onboarding and adoption. Although the right features are certainly key to realizing the benefits of a technology solution, a comprehensive and thoughtful onboarding process significantly impacts implementation and adoption – two critical success factors.
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Jan 7, 2025 |
advisorperspectives.com | Mark Gilbert
A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.
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Jan 6, 2025 |
news.bloombergtax.com | Mark Gilbert
XYour Choices Regarding Cookies and IdentifiersWe and our 150 third party partners use cookies and similar technologies ("Cookies") and hashed identifiers (e.g., a hashed version of your name, email address or phone number) to help us identify you on our site and third-party sites and to process certain information, such as your IP address and digital identifiers, to analyze site usage and provide you with relevant advertisements and content.
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Jan 6, 2025 |
news.bloomberglaw.com | Mark Gilbert
A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.
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