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, ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

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 ...

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 ...

Today's business environment can be characterized as fast-moving and customer-driven. Buyers have a wide range of options at their fingertips, and alternatives are mere clicks away. Successful ...

NEW YORK, Oct. 09, 2025 (GLOBE NEWSWIRE) -- Aiviq, a leading cloud-based client data platform SaaS provider for the global asset management industry, today announced the official launch of its ...

A CDP is a data management solution that imports customer data from multiple sources, cleans and organizes it, all to create a unified customer profile. This is part 1 of a 4 part article series on ...

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 ...

Opinions expressed by Entrepreneur contributors are their own. Gone are the days of blindly marketing to consumers and guessing what it is people want. Today, consistent communication with customers ...

You've got data on your server that you need in your page. Here are all the solutions you require, including one that will make your application more scalable. The normal processing cycle for an ...