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, ...

Dana Post and Jonathan Elsner of Freshfields Bruckhaus Deringer write: Given the increasing susceptibility of law firms to cyber attacks, it is important for lawyers to be aware of their ethical ...

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 ...

Data and Analytics (D&A) is deriving insights using data to proactively measure business performance and improve decision-making. Today D&A is increasingly considered the next frontier for innovation ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

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 ...

The real challenge for most organizations is operationalizing the data that already exists and making it usable for AI at the ...

Privacy-first practices. Embrace privacy-first data strategies to build trust and adapt to evolving regulations like GDPR and CCPA. AI-driven insights. Use AI and ...

Data privacy regulations aren’t known for being light reading. That doesn’t make it easy for businesses to become compliant. When one law refers to data subjects, another to residents, another to ...

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 — ...