For decades, independent retailers built customer relationships the old-fashioned way. Handshakes, trust, memory and a good POS receipt drawer. The most valuable asset in your business may no longer ...

Listening becomes the CX strategy. When data is treated as a continuous conversation rather than a repository, brands can ...

As AI becomes embedded in finance operations, especially through agentic systems that act on behalf of organizations, the ...

Modern CX depends less on where data lives and more on how signals, AI, and governance come together at decision time.

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, ...

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 ...

CDK now has a CDP. The retail automotive software provider has launched its customer data platform, designed to unify ...

Open banking, embedded finance, and AI are changing where bank data flows. Data privacy now determines how far innovation can ...

Uniphore, the Business AI company, has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Customer Data ...

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 ...

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 ...

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 ...