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 ...

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 ...

Treasure AI, the agentic experience platform for brands to acquire, retain, and grow their most valuable customers 24/7, has been named a Leader in both the IDC MarketScape for Worldwide AI-Enabled ...

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 ...

HubSpot has scrapped a plan to pool customer data for an AI feature after a four-day backlash, a lesson in how touchy the AI-data grab has become.

Converting Customer Engagement Data Into Seller Insights That Inform Decisions, Actions, And Conversations At The "Moments That Matter" Digitally enabled customers are putting a premium on speed, ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Somer G. Anderson is CPA, doctor of accounting, and an accounting and finance professor who ...

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 ...