Cameron Howe is the Co-founder and CEO of Investipal, a Toronto-based fintech platform designed to empower individual investors and financial advisors through AI-driven portfolio management and onboarding tools. Under his leadership, Investipal remains a bootstrapped company focused on financial literacy and democratizing access to professional-grade investment tools. With a quantitative and ETF research analyst background at a global investment bank, Cameron recognized the need for more personalized and accessible investment solutions. This insight led to the creation of Investipal, which began as a DIY investing tool and has since evolved into a comprehensive platform serving advisors and investors.

Financial advisors are currently facing the challenge of providing deeply personalized investment strategies while managing a large volume of manual tasks that can be time-consuming. As client expectations for customization increase, the complexity of portfolio construction and compliance processes also rises. How can financial advisors balance personalized service with scalable, efficient operations?

Cameron Howe, a quantitative research analyst turned fintech leader, shares insights into transforming the advisor-client relationship through AI and automation. He emphasizes why shifting from one-size-fits-all investment models to more tailored solutions based on individual client values and risk profiles is necessary. Outlining how AI tools can automate tasks like account statement analysis and portfolio optimization, Cameron demonstrates how it frees time for advisors to focus on relationship-building. He also highlights the importance of explainable AI to ensure compliance and build trust, suggesting deep learning as a powerful tool for managing complexity in modern portfolios.

In this episode of The Customer Wins, Richard Walker interviews Cameron Howe, Co-founder and CEO of Investipal, about using AI to modernize financial advising. Cameron discusses advisor inefficiencies, how automation enhances client onboarding, and the evolving advisor tech stack. He also delves into data extraction from investment documents, managing AI model complexity, and how deep learning improves portfolio design.

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.