Users can ask Zocks’ AI to pull client data from conversations, CRM data and emails to provide information, such as drawing a family tree. In addition, advisors can query their database to pinpoint, ...

The Green Technology & Sustainability Market is set to grow from $25.47B in 2025 to $73.9B by 2030, at a CAGR of 23.7%. Growth is fueled by AI-driven carbon tracking, blockchain-based sustainability ...