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How Cambridge Uses Zocks MCP to Put AI to Work for Its Advisors
See how Cambridge Investment Research, Inc. connected Zocks’ client intelligence to AI tools like Claude, helping advisors work more efficiently and deliver more personalized client service.
AI is changing how financial advisors work. But to be useful in client work, AI needs to understand each client.
Cambridge Investment Research, Inc. already put that idea into practice. Using Zocks MCP, Cambridge connected the client intelligence Zocks builds from every client conversation to the AI tools its advisors use, including Claude, as well as its own internal AI technology. That gives advisors AI that works from real client context, so they move faster and deliver more personalized service.
Erica Molina from Cambridge’s home office shares why the firm adopted Zocks MCP, how it addressed compliance and governance, and how it rolled the technology out to advisors. Matt Pontes, a Cambridge financial advisor, shares what it has made possible in his business and how he uses AI to serve clients better.
You’ll also learn how Zocks MCP works, see the technology in action, and discover how you can bring the same value to your advisors.
- Cambridge’s AI strategy: Why the firm connected Zocks’ client intelligence to the AI tools its advisors use and how it rolled the technology out.
- A Cambridge advisor’s view: How Matt Pontes uses AI with real client context to work faster and improve the client experience.
- How Zocks MCP works: How firms connect client intelligence to AI tools like Claude, ChatGPT, and Copilot, and to their own AI.
- An easy way to get started: A look at the Zocks Advisor Intelligence plugin, a ready-made set of Claude skills firms can give advisors to get value from AI fast.
- Enterprise-ready by design: How firms maintain control of client data with granular permissions, read-only access, audit trails, and configurable PII redaction.
How Cambridge Uses Zocks MCP to Put AI to Work for Its Advisors
AI is changing how financial advisors work. But to be useful in client work, AI needs to understand each client.
Cambridge Investment Research, Inc. already put that idea into practice. Using Zocks MCP, Cambridge connected the client intelligence Zocks builds from every client conversation to the AI tools its advisors use, including Claude, as well as its own internal AI technology. That gives advisors AI that works from real client context, so they move faster and deliver more personalized service.
Erica Molina from Cambridge’s home office shares why the firm adopted Zocks MCP, how it addressed compliance and governance, and how it rolled the technology out to advisors. Matt Pontes, a Cambridge financial advisor, shares what it has made possible in his business and how he uses AI to serve clients better.
You’ll also learn how Zocks MCP works, see the technology in action, and discover how you can bring the same value to your advisors.
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- Cambridge’s AI strategy: Why the firm connected Zocks’ client intelligence to the AI tools its advisors use and how it rolled the technology out.
- A Cambridge advisor’s view: How Matt Pontes uses AI with real client context to work faster and improve the client experience.
- How Zocks MCP works: How firms connect client intelligence to AI tools like Claude, ChatGPT, and Copilot, and to their own AI.
- An easy way to get started: A look at the Zocks Advisor Intelligence plugin, a ready-made set of Claude skills firms can give advisors to get value from AI fast.
- Enterprise-ready by design: How firms maintain control of client data with granular permissions, read-only access, audit trails, and configurable PII redaction.
How Cambridge Uses Zocks MCP to Put AI to Work for Its Advisors
AI is changing how financial advisors work. But to be useful in client work, AI needs to understand each client.
Cambridge Investment Research, Inc. already put that idea into practice. Using Zocks MCP, Cambridge connected the client intelligence Zocks builds from every client conversation to the AI tools its advisors use, including Claude, as well as its own internal AI technology. That gives advisors AI that works from real client context, so they move faster and deliver more personalized service.
Erica Molina from Cambridge’s home office shares why the firm adopted Zocks MCP, how it addressed compliance and governance, and how it rolled the technology out to advisors. Matt Pontes, a Cambridge financial advisor, shares what it has made possible in his business and how he uses AI to serve clients better.
You’ll also learn how Zocks MCP works, see the technology in action, and discover how you can bring the same value to your advisors.
- Cambridge’s AI strategy: Why the firm connected Zocks’ client intelligence to the AI tools its advisors use and how it rolled the technology out.
- A Cambridge advisor’s view: How Matt Pontes uses AI with real client context to work faster and improve the client experience.
- How Zocks MCP works: How firms connect client intelligence to AI tools like Claude, ChatGPT, and Copilot, and to their own AI.
- An easy way to get started: A look at the Zocks Advisor Intelligence plugin, a ready-made set of Claude skills firms can give advisors to get value from AI fast.
- Enterprise-ready by design: How firms maintain control of client data with granular permissions, read-only access, audit trails, and configurable PII redaction.