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 ...

Dana Post and Jonathan Elsner of Freshfields Bruckhaus Deringer write: Given the increasing susceptibility of law firms to cyber attacks, it is important for lawyers to be aware of their ethical ...

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 ...

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 ...

At Gallagher, the push toward digital transformation has moved beyond isolated tools into a broader ecosystem strategy. That ...

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, ...