How Cambridge Uses AI to Serve More Clients

Cambridge Investment Research has been one of the early pioneers bringing AI into financial advising.In this episode, Chris Arnold and Mark Gilbert talk with Erica Molina, VP of Product Management at Cambridge, about how her team turned AI strategy into action—from giving advisors back their time to completely rethinking how firms operate at scale.Erica breaks down Cambridge’s “AI-first” vision, what it takes to introduce AI safely in a highly regulated environment, and how the firm’s new agentic AI workflow is reshaping everything from account opening to client engagement.Erica MolinaVP of Product Management, Cambridge Investment Research🔗 LinkedInMark GilbertCo-Founder & CEO, Zocks – AI Assistant for Financial Advisors🔗 LinkedInChris ArnoldHost of The Modern Advisor Podcast | Founder & Lead Advisor, Refresh Wealth | Brand Ambassador, Zocks🔗 LinkedIn