Atlanta-Based Digital Transformation Leader Offers Bespoke Customer Data Platform Services for Fortune 500 Marketing ...

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, ...

CRMs, analytics platforms, cloud applications, legacy infrastructure and internal data stores—each built at a different time ...

The CDP vendor unveiled an AI-native platform and conversational workspace designed to automate enterprise marketing workflows.

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 ...

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 ...

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 ...

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 ...