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How to Use AI Tools and Keep Client Data Safe
Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space.
Hackers have stolen the private details of potentially millions of customers from luxury brands Gucci, Balenciaga and ...
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, ...
A new top priority has emerged for today's chief marketing officers: safeguarding customer data. Protecting the privacy and ...
Hackers have stolen the private details of potentially millions of customers from luxury brands Gucci, Balenciaga and Alexander McQueen in an attack on the labels' French parent company Kering, the ...
LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior participation from experienced RIA and institutional ...
Customer Data Platforms (CDPs) are emerging as the critical tool for transforming raw data into personalized journeys, ...
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 ...
Pious claims about the importance of free data are a smoke screen. What the fintech industry really wants is to stick banks ...
Verizon lost an attempt to overturn a $46.9 million fine for selling customer location data without its users' consent. The ...
Cloudflare disclosed Tuesday that customer support data may have been compromised in the widespread attacks targeting ...
Jaguar Land Rover said some customer data has been compromised after the British carmaker was hit by a cyberattack that’s ...
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