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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Q: Our agency specializes in high-end cruises and resorts. We maintain a database of past clients with all their contact information and preferences. A data broker has approached us and has offered to ...