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Learn how Cambridge Investment Research is using AI to help its advisors save time and engage with more clients. In this episode of the Modern Advisor Podcast, Mark Gilbert (CEO & Co-founder, Zocks) and Chris Arnold (Founder, Refresh Wealth) talk with Erica Molina, VP of Product Management at Cambridge, about how the firm is using artificial intelligence to improve advisor efficiency, scale operations, and enhance client experiences. Topics Covered: • How Cambridge built an AI-first strategy across its operations • Giving advisors “the gift of time” through automation and efficiency • How agentic AI is accelerating account opening and back-office workflows • Balancing flexibility and integration in advisor tech stacks • The evolving role of CRM systems in an AI-driven future • What the next generation of advisor technology might look like Learn more and get started with your free trial today: https://www.zocks.io/