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 ...

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

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 ...

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

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 ...

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 ...

Privacy-first practices. Embrace privacy-first data strategies to build trust and adapt to evolving regulations like GDPR and CCPA. AI-driven insights. Use AI and ...

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 ...