AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan ...

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, ...

For years, companies have been moving their most valuable customer data into countless different systems used by marketing, ...

Customer data platforms (CDPs), which historically acted as storage and cleanup tools, are turning into something more central. They’re becoming the layer that ties everything together so AI can ...

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 ...

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 ...

As vehicles collect and share more customer data, collision repair shops face rising privacy, security, and legal risks.

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 ...

Small businesses must make sense of the large amount of information they receive. Here’s how to understand big data so you ...