Modern CX depends less on where data lives and more on how signals, AI, and governance come together at decision time.

AI should be the assistant, not the decision maker. It should be used to organize data, spot issues and model scenarios, but ...

CDK now has a CDP. The retail automotive software provider has launched its customer data platform, designed to unify ...

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 ...

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 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 ...

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 ...

How Allen Tillery Chevrolet Buick GMC unified decades of customer data to boost lead quality, closing ratios, and dealership ...

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 ...

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 ...

As vehicles collect and share more customer data, collision repair shops face rising privacy, security, and legal risks.