According to MarketsandMarkets™, the Customer Data Platform Market is projected to grow from USD 7.34 billion in 2026 to USD 14.04 billion by 2031, at a CAGR of 13.8%.

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, ...

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

Customers run the same Base Database Service available in OCI on a compact engineered system called Data Infrastructure Cloud@Customer X11. The 8U system is installed at a customer’s facility, and ...

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 ...

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 ...

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 ...

Retailers update websites for AI shopping but aim to keep customer data in-house, balancing chatbot-driven traffic and ...

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.