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 frontline teams are your brand. They influence satisfaction more than any marketing campaign ever will. But they can't ...

Customer data platforms (CDPs), which historically acted as storage and cleanup tools, are turning into something more ...

For years, companies have been moving their most valuable customer data into countless different systems used by marketing, ...

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 ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A customer data platform (CDP) collects data from online and ...

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, ...

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 ...