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, ...

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 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 ...

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.

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 ...

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 ...

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.

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 ...

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 ...

Today, data is undoubtedly a leading driver of business success. How well a company is able to leverage insights from the ever-increasing wealth and complexity of available data is, increasingly, a ...