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, ...

Customer data platforms (CDPs), which historically acted as storage and cleanup tools, are turning into something more ...

Your frontline teams are your brand. They influence satisfaction more than any marketing campaign ever will. But they can't ...

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 ...

Converting Customer Engagement Data Into Seller Insights That Inform Decisions, Actions, And Conversations At The "Moments That Matter" Digitally enabled customers are putting a premium on speed, ...

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 ...

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 ...

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 ...

For the modern restaurant, data is power. Data can tell you approximately how much beef you need to purchase for a typical Saturday evening shift, and it can tell you how many employees to put on the ...