Mark Gilbert is the Co-founder and CEO of Zocks, an AI-powered platform helping financial advisors streamline workflows by automating tasks like meeting notes, CRM updates, and client communications. Under his leadership, Zocks has raised over $19 million in funding and is recognized as a leader in WealthTech innovation. Before launching Zocks, Mark held senior product leadership roles at Twilio, Hearsay Systems, and Microsoft. He earned a bachelor's degree in applied science in electrical engineering from the University of Waterloo.

Financial advisors are overwhelmed with administrative tasks that distract them from client engagement and strategic planning. From manual data entry to prepping and debriefing after meetings, these time-consuming workflows reduce their ability to scale personalized service. With AI advancing rapidly, how can advisors reclaim their time while ensuring accuracy and compliance?

Mark Gilbert, an expert in product development and artificial intelligence, shares how financial professionals can leverage AI to automate unstructured client interactions — like emails and phone calls — into structured, actionable data. He explains how his team uses multiple large language models in parallel to ensure accurate output and eliminate hallucinations. This approach, he notes, is most effective when guided by real advisor pain points rather than by chasing the latest AI trends. Mark also offers practical strategies for increasing internal trust and adoption of AI through transparency, audit logs, and a user-friendly interface.

In this episode of The Customer Wins, Richard Walker interviews Mark Gilbert, CEO of Zocks, about how AI is transforming the advisor-client relationship. Mark discusses building trust in AI systems, adapting to fast-changing models, and the differences between bootstrapping and venture-backed growth. He also shares thoughts on leading AI adoption, product design priorities, and his approach to building a scalable, secure solution.

John Corcoran is a recovering attorney, an author, and a former White House writer and speechwriter to the Governor of California. Throughout his career, John has worked in Hollywood, the heart of Silicon Valley, and ran his boutique law firm in the San Francisco Bay Area, catering to small business owners and entrepreneurs.

Since 2012, John has been the host of the Smart Business Revolution Podcast, where he has interviewed hundreds of CEOs, founders, authors, and entrepreneurs, including Peter Diamandis, Adam Grant, Gary Vaynerchuk, and Marie Forleo.

John is also the Co-founder of Rise25, a company that connects B2B businesses with their ideal clients, referral partners, and strategic partners. They help their clients generate ROI through their done-for-you podcast service.

Many professionals understand the value of building relationships to grow a business, but they often struggle with scalable methods that are both authentic and efficient. Podcasting appears attractive but feels overwhelming — time-consuming, technical, and often uncertain in its ROI. So, how can business owners harness podcasting to build meaningful connections and drive growth without getting lost in the details?

John Corcoran, a former White House writer and expert in lead generation, outlines how done-for-you podcasting provides a repeatable system for building strategic relationships. He emphasizes that the key lies in focusing on the conversations rather than obsessing over production. He highlights actionable strategies like creating a Top 100 guest blueprint, overcoming imposter syndrome by forming a podcaster identity, and leveraging each interview to foster genuine partnerships. John also underscores the importance of delegation and training your team to handle client communications effectively.

In this episode of The Customer Wins, Richard Walker interviews John Corcoran, Co-founder of Rise25, about the power of podcasting to grow B2B businesses. John shares how podcasting accelerates relationship-building and strategies to overcome imposter syndrome, improve client communication, and incorporate AI for better customer service.

Arnulf Hsu is the CEO and Founder of GReminders, an AI-powered end-to-end meeting management platform tailored for financial advisors. With over two decades of experience in B2B enterprise software, he has held leadership roles including CEO, CTO, and board member, successfully guiding multiple startups from inception to acquisition. His previous ventures include SalesDirector.ai, Central Desktop, and Upgradebase, demonstrating a consistent track record of innovation and growth in the tech industry. An alumnus of the University of California, Irvine, where he studied electrical engineering, Arnulf is also an active advisor to early-stage technology companies.

Managing client meetings, follow-ups, and CRM entries can consume hundreds of hours for financial advisors each year, taking them away from higher-value tasks. Even with existing tools, the lack of deep system integration and automation leads to inefficient workflows and missed opportunities. So, how can advisors truly leverage AI to streamline operations without sacrificing accuracy or compliance?

Arnulf Hsu, a seasoned product and technology leader in B2B software, shares how narrowing AI’s focus to specific use cases and deeply integrating with industry-specific systems can unlock massive efficiencies. He outlines how advisors can automate the full meeting lifecycle — from client outreach and scheduling to transcriptions and CRM updates — by implementing AI tools that align closely with existing workflows. He emphasizes the importance of interoperability, targeted data contexts to reduce AI hallucinations, and robust feedback loops to ensure quality outputs. His approach centers on solving advisor pain points rather than deploying generic AI for its own sake.

In this episode of The Customer Wins, Richard Walker interviews Arnulf Hsu, CEO of GReminders, about AI-driven meeting automation for financial advisors. Arnulf discusses how his platform helps advisors recover up to 600 hours per year, the evolution from simple reminders to intelligent automation, and why compliance and data accuracy matter. He also explores agent-to-agent communication, CRM integration depth, and the future of personalized AI assistants.