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 ...

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.

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 ...

The news: ASX-listed fintech OFX Group says it is investigating a cybersecurity incident involving unauthorised access to ...

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 ...