Mark Gilbert, Co-Founder and CEO of Zocks, is helping shape how artificial intelligence is adopted across wealth management and financial services. Over the past 18 months, he has guided Zocks from a fast-growing startup into a trusted technology partner for some of the industry's largest firms. Gilbert recognized early that successful AI adoption depends on more than automation. Firms needed solutions that addressed compliance, privacy, supervision, and data security concerns while delivering measurable value to advisors and clients. Under his leadership, Zocks developed a platform that transforms advisor-client conversations into structured intelligence, helping advisors reduce administrative work and spend more time engaging with clients.