Consulting engineers have always had to deliver services far beyond design, but today’s data-driven projects are giving firms such as WSP/Power Engineers and Jacobs fresh opportunities to turn client ...

CDI goes beyond collecting data, focusing on accuracy, governance and real-time access that modern CX depends on.

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 ...

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, ...

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 ...

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 ...

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 ...

In this installment of our continuing series on e-discovery basics, we address the importance of developing a thorough understanding of client data and planning for discovery before litigation starts.

Being a fiduciary and acting in your clients’ best interest has become such a frequently repeated mantra in wealth management, it often elicits eye rolls and impatience. All financial advisors should ...