Opensend, the leader in customer identification and data enrichment, today announced its acquisition of Fueled.io, a pioneer in first-party data activation for e-commerce brands. The combined company ...

Forward-thinking CX leaders are shifting from dashboard overload to signal design — elevating emotional and behavioral indicators before churn ever appears.

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, ...

Libretto, the "total wealth" advice platform for financial advisors and family offices, today announced new AI features designed to streamline planning, asset allocation, and risk management. Chief ...

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 ...

The lawsuit claims ShinyHunters, a prominent cybercrime group behind breaches at other wealth firms, exposed personal ...

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 ...

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 ...

The thick client is making a comeback. Here’s how next-generation local databases like PGlite and RxDB are bringing ...