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, ...

Unreliable customer data threatens your personalization and ROI. At the MarTech Conference we discussed how to navigate data ...

Data residency decisions must also move earlier. If meaningful customer data is created during anonymous interactions, ...

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 ...

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 ...

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.

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 ...

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 ...

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 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 ...