Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

With all of the conversations surrounding hyper-personalization, I have yet to find a practical guide that I believe can help companies jump-start the journey to individually unique client experiences ...

Initial Customer Data Hub charter applies AI reasoning across customer information and Anteriad’s B2B intelligence to investigate growth opportunities and develop campaign audiencesNew York, NY, Oct.

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Q: Our agency specializes in high-end cruises and resorts. We maintain a database of past clients with all their contact information and preferences. A data broker has approached us and has offered to ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

A great customer-database tool should feel like part of your Mac environment, not a foreign add-on. Look for software that runs natively on macOS or operates as a reliable web app that behaves well in ...

With increasing talk about artificial intelligence (AI) in all corners of the business, including marketing, data is on everyone’s mind. Yet customer data has always been important for businesses to ...

In this installment of our continuing series on e-discovery basics, we address the importance of developing a thorough understanding of client data and planning for discovery before litigation starts.

DriveCentric today announced the Customer Data Platform (CDP), a new data foundation designed to help dealership groups bring customer information together across rooftops, systems, and interactions.

Data privacy regulations aren’t known for being light reading. That doesn’t make it easy for businesses to become compliant. When one law refers to data subjects, another to residents, another to ...

Kenyan businesses seeking to use artificial intelligence to boost sales risk missing out on its full potential without reliable customer data, technology entrepreneurs have warned.The experts said ...