Tag: Innovation
The WealthStack Podcast: The Strategy Behind Allworth’s 40+ AI Initiatives

The WealthStack Podcast: The Strategy Behind Allworth’s 40+ AI Initiatives

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As artificial intelligence becomes table stakes, RIAs and enterprises alike are experimenting with tools to streamline workflows, improve client experiences and scale smarter. But while many firms are testing isolated tools, the real opportunity lies in weaving AI into the very DNA of a business, transforming it from a tech experiment into a strategic advantage. 

In this episode of the WealthStack Podcast, host Shannon Rosic speaks with John Bunch, CEO of Allworth Financial, to explore how one of the industry’s rapidly growing RIAs is pushing AI beyond pilot programs. With more than 40 active initiatives and an internal AI Council guiding adoption, Allworth is proving that the future of advice isn’t just about efficiency, it’s about strategy, culture and client impact.

John discusses:

  • Why Allworth launched 40+ projects
  • How AI can elevate client relationships 
  • The role of the AI Council in driving adoption and ROI
  • His “fail fast, fix it or ditch it” approach to innovation and automation beyond AI
  • What it takes to align business strategy and tech strategy in practice

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About Our Guest:

John Bunch is the Chief Executive Officer at Allworth Financial. Universally recognized within the wealth management industry, he has accumulated an extensive 30-year history of successfully leading and expanding award-winning organizations that serve both retail and institutional clients.

Before coming to Allworth, John spent over three years as the Chief Financial Services Director at Evelyn Partners (formerly Tilney Smith & Williamson), a leading integrated wealth management and professional services firm headquartered in the United Kingdom. Prior to that, he was the Chief Operating Officer and Executive Vice President of Edelman Financial Engines – where he oversaw 130 branch offices – and the Chief Executive Officer of The Mutual Fund Store. Before that, he held several key institutional sector leadership positions, including Executive Vice President at TD Ameritrade and Divisional Senior Vice President at Charles Schwab & Co.

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The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert

The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert

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The rise of AI is creating a pivotal shift in wealth management—streamlining operations, enhancing client engagement, and helping advisors scale. While some firms remain hesitant, the future belongs to those embracing AI not as a replacement but as a co-pilot that empowers them to serve clients better and grow more efficiently.

In this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with Mark Gilbert, founder and CEO of Zocks, to explore how AI is redefining client intelligence, product reliability, and compliance in the advisor tech stack. 

Shannon and Mark discuss:

  • How AI is being used to automate emails, capture meeting dat,a and reduce manual tasks
  • Why the first 60 days of tech adoption are crucial for long-term success
  • How client intelligence tools can surface key life events and strengthen relationships
  • The critical importance of data privacy, complianc,e and advisor control in AI systems

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Connect with Mark Gilbert:

About Our Guest:

Co-founding and leading Zocks for over two and a half years, they’ve pioneered a privacy-first AI platform for financial services that revolutionizes data capture from conversations. This role has allowed Mark Gilbert to leverage his skills in AI, enterprise, and fintech Platforms, as well as Go-to-market Strategy. 

Prior to Zocks, he held executive product and technology roles at Twilio, Hearsay Social, and Microsoft after graduating with a Bachelor of Applied Science (B.A.Sc.) focused in Electrical Engineering from the University of Waterloo.

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