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, ...

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 ...

A customer data platform (CDP) collects data from online and off-line sources and standardizes it to create comprehensive customer profiles. Then, these profiles are used to build campaigns and ...

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 ...

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 ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. With all of the conversations surrounding hyper-personalization, I have yet to find a ...

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 ...

As regulatory pressure and rising drug costs reshape expectations for pharmacy benefit managers (PBMs), real-time data is becoming central to how PBMs build trust and retain clients. Payers are facing ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...