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, ...

Your firm's data risk does not scale with your headcount. A 25-person RIA that uploads a client tax return to Claude carries the same risk exposure as a 200-person firm that does the same thing.

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 ...

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 ...

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 ...

As organizations increasingly recognize the importance of cohesive data management strategies, the relationship between marketing, data management and IT teams is evolving. According to an October ...

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.

The CDP market is expanding again in 2025 — but the action is with embedded tools and acquisitions, not fresh startups. The Customer Data Platform (CDP) industry is gaining fresh momentum in 2025 — ...

A customer data platform (CDP) collects data from online and off-line sources and standardizes it to create comprehensive customer profiles. Then, these profiles are used to build campaigns and ...