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, ...

Customer data platforms (CDPs), which historically acted as storage and cleanup tools, are turning into something more central. They’re becoming the layer that ties everything together so AI can ...

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 ...

Today's business environment can be characterized as fast-moving and customer-driven. Buyers have a wide range of options at their fingertips, and alternatives are mere clicks away. Successful ...

Every retail initiative, whether it’s AI, personalization or supply-chain transparency, depends on trustworthy customer data.

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 ...

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 ...

If your business is struggling to manage customer profiles and customer master data across different departments, Customer Master Data Management (CMDM) solutions could be the answer. These tools ...

Once a promising but mostly supportive tool, artificial intelligence now stands at the center of how businesses manage and interpret customer data. Its capabilities are reshaping industries, enabling ...

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 — ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

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