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, ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

Agentic AI tools present the possibility of substantial efficiency gains for legal teams, but the risks they pose require ...

Celink recently released its new Client Data Portal which provides its customers a secure way to access standard reports. The Client Data Portal also has the ability to make ad hoc queries on their ...

A customer data platform (CDP) collects data from online and off-line sources and standardizes it to create comprehensive customer profiles. Then, these profiles are used to build campaigns and ...

Data privacy regulations aren’t known for being light reading. That doesn’t make it easy for businesses to become compliant. When one law refers to data subjects, another to residents, another to ...

Most of the CMO/CBDOs I meet bemoan the quality of their client data. In a recent ClientsFIRST survey of the legal industry, firms rated themselves an average of 6 out of 10 on data quality. “Our CRM ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Successful personalization at scale requires intentional planning around customer data management. Investing in customer data is a top priority for marketing leaders. Research found that marketers who ...

Charles Schwab is taking one of its former reps to court, accusing him of being a “disloyal employee” who allegedly departed wielding trade secrets on thousands of Schwab clients. Schwab filed a ...