For two weeks, attackers had access to a third-party support ticket system containing customer tax information.

FinTech Magazine examines the top Customer Data Platforms pioneering real-time identity resolution, omnichannel AI and ...

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, ...

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 year ago we were leaving relationships on the table the day a loan funded," said Emmanuel St-Germain, CEO of Choice Mortgage Group. "Now our originators start the conversation with people who ...

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 ...

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.

With all of the conversations surrounding hyper-personalization, I have yet to find a practical guide that I believe can help companies jump-start the journey to individually unique client experiences ...

By Gopika Gopakumar and Ashwin Manikandan MUMBAI, July 27 (Reuters) - Customer data from India's state-run Bank of Baroda, ...