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

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 ...

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 ...

Data-driven customer segmentation allows you to analyze if there are several distinct groups in your addressable market and what they are. Customer-centricity is the process of continuously optimizing ...

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.

Customer data management is undergoing a rapid transformation, driven by a new wave of tools and technologies designed to handle the growing complexity of data ecosystems. In 2025, businesses are ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

The Kraken cryptocurrency exchange announced that a cybercrime group is trying to extort the company by threatening to release videos showing internal systems that host client data. Booking.com has ...