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, ...

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 ...

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 ...

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 ...

Our research shows that Zendesk is the best CRM for customer database functionality, offering robust customizability and lots of contact management features, all packaged into an easy-to-use platform.

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 ...

Chanel Inc. informed its customers Friday morning about a data security breach at the U.S. company. In a letter to clients, Chanel said that on July 25, Chanel became aware of a security incident ...

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 — ...

For the modern restaurant, data is power. Data can tell you approximately how much beef you need to purchase for a typical Saturday evening shift, and it can tell you how many employees to put on the ...

Cloud software giant ServiceNow has notified some customers that a software flaw exposed portions of their data to the internet, raising fresh concerns about cybersecurity risks facing major ...