Financial services companies must get closer to their customers if they are to retain their trust and keep their business. Yet recent studies suggest the industry’s performance on customer engagement ...

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, ...

The buy-now, pay-later company Klarna said in internal messages that a security issue could have cost it $41 million in legal ...

Data and Analytics (D&A) is deriving insights using data to proactively measure business performance and improve decision-making. Today D&A is increasingly considered the next frontier for innovation ...

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 ...

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 hybrid work blurring office boundaries, tax professionals face growing data security risks. Learn how strong cybersecurity habits build lasting client ...

Clients of Verogen, now owned by Qiagen, claim the genetics company allowed law enforcement and Meta to access their private ...