For years, companies have been moving their most valuable customer data into countless different systems used by marketing, ...

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), which historically acted as storage and cleanup tools, are turning into something more ...

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 ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A customer data platform (CDP) collects data from online and ...

Every retail initiative, whether it’s AI, personalization or supply-chain transparency, depends on trustworthy customer data.

Privacy-first practices. Embrace privacy-first data strategies to build trust and adapt to evolving regulations like GDPR and CCPA. AI-driven insights. Use AI and ...

Once a promising but mostly supportive tool, artificial intelligence now stands at the center of how businesses manage and interpret customer data. Its capabilities are reshaping industries, enabling ...

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 ...

If 2023-2025 were the years AI entered the conversation, then 2026 will be the year retailers learn how to operationalize it.