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

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 ...

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 ...

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 ...

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

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

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 ...

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