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, ...

OneDigital reports a data breach involving Salesforce and Drift, exposing sensitive client data, including Social Security ...

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 ...

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 ...

CRMs, analytics platforms, cloud applications, legacy infrastructure and internal data stores—each built at a different time ...

A customer data platform (CDP) collects data from online and off-line sources and standardizes it to create comprehensive customer profiles. Then, these profiles are used to build campaigns and ...

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 ...

Successful personalization at scale requires intentional planning around customer data management. Investing in customer data is a top priority for marketing leaders. Research found that marketers who ...