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, ...

With all of the conversations surrounding hyper-personalization, I have yet to find a practical guide that I believe can help companies jump-start the journey to individually unique client experiences ...

AI Impact tracks customer consent, maintenance knowledge and how AI could expand the role of medical devices.

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 ...

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 ...

Bloomberg today announced the launch of Bloomberg Enterprise Model Context Protocol (MCP), an AI access layer for Data License Plus (DL+), Bloomberg's next-generation Data License offering. Built for ...

In this installment of our continuing series on e-discovery basics, we address the importance of developing a thorough understanding of client data and planning for discovery before litigation starts.

A great customer-database tool should feel like part of your Mac environment, not a foreign add-on. Look for software that runs natively on macOS or operates as a reliable web app that behaves well in ...

Imagine your healthcare provider uploading your medical records into a public-facing artificial intelligence tool to summarize your health history. Or your accountant entering your tax returns to ...

The Information reports LiveRamp is expanding its OpenAI partnership to enable customer targeting for ChatGPT ads. Here is ...