A new top priority has emerged for today's chief marketing officers: safeguarding customer data. Protecting the privacy and ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space.

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, ...

Customer Data Platforms (CDPs) are emerging as the critical tool for transforming raw data into personalized journeys, ...

That’s what sets customer data management apart: the ability to eliminate silos and deliver a clear, 360-degree view of each customer. When you venture beyond CRM, you stop being reactive and start ...

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 ...

Chinese authorities have imposed an administrative penalty on Christian Dior's company in Shanghai for violating rules on ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...

Cloudflare disclosed Tuesday that customer support data may have been compromised in the widespread attacks targeting ...

Verizon lost an attempt to overturn a $46.9 million fine for selling customer location data without its users' consent. The ...