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 ...

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 ...

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 ...

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 ...

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 ...

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.

Cordial, the only agentic messaging platform with an embedded customer data platform (CDP), today launched its headless CDP, the latest step in Cordial's move to a fully headless marketing platform.

As the retail industry continues to grow and evolve, modern retailers need to understand how Customer Data Platforms (CDPs) can help them create a unified customer experience, increase customer ...

A data breach last month has landed Mercer Advisors in court with a putative class-action suit that contends the prolific RIA acquirer failed to adequately protect private client data. Processing ...

Regardless of their size, all law firms hold valuable data, including client communications, financial records, and confidential legal strategies. That data has never been more at risk. Cybercriminals ...