CRM holds financial tech tool MVP spot, for now
While finance leaders surveyed currently value customer relationship management tools most, they expect buzzy GenAI to enjoy ...
Salesforce, Inc. (CRM): Among Stocks Insiders Were Piling Into Recently
We recently published a list of Should You Buy the Dip and Follow Insiders into These 10 Stocks?. In this article, we are ...
Advisor.ca6d
What advisors need to know about AI notetaking apps
Users can ask Zocks’ AI to pull client data from conversations, CRM data and emails to provide information, such as drawing a ...