Mark Gilbert

1 month 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.

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.

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.

Jan 6, 2025 | news.bloombergtax.com | Mark Gilbert

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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.