CDI goes beyond collecting data, focusing on accuracy, governance and real-time access that modern CX depends on.

Presenting a clear, presentable plan to clients starts with understanding the context and framework of their goal. Giving clients useful information that is relevant to their plan may still not ...

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 ...

For decades, independent retailers built customer relationships the old-fashioned way. Handshakes, trust, memory and a good ...

Nutshell reports effective CRM and email marketing alignment enhances customer relationships through strategic planning in people, processes, and data governance.

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, ...

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 ...

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 ...

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

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

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 ...

Being a fiduciary and acting in your clients’ best interest has become such a frequently repeated mantra in wealth management, it often elicits eye rolls and impatience. All financial advisors should ...