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, ...

Quick Summary Struggling to unify customer data and deliver more personalised experiences? Discover the 10 best customer data platforms (CDPs) for enterprises in 2026 that help collect, integrate, and ...

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 ...

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 ...

Data-driven customer segmentation allows you to analyze if there are several distinct groups in your addressable market and what they are. Customer-centricity is the process of continuously optimizing ...

Late client data is a predictable feature of how people engage with tax. Changing client behaviour is difficult; redesigning workflows that depend 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 ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

If your business is struggling to manage customer profiles and customer master data across different departments, Customer Master Data Management (CMDM) solutions could be the answer. These tools ...

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 ...

Data quality tools help spot risky patterns earlier, reduce false positives and keep legitimate customer transactions flowing smoothly. Better data empowers retailers to be more precise, not just ...