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, ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. With all of the conversations surrounding hyper-personalization, I have yet to find a ...

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 ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A customer data platform (CDP) collects data from online and ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

Privacy-first practices. Embrace privacy-first data strategies to build trust and adapt to evolving regulations like GDPR and CCPA. AI-driven insights. Use AI and ...

Our research shows that Zendesk is the best CRM for customer database functionality, offering robust customizability and lots of contact management features, all packaged into an easy-to-use platform.

Once a promising but mostly supportive tool, artificial intelligence now stands at the center of how businesses manage and interpret customer data. Its capabilities are reshaping industries, enabling ...

Opinions expressed by Entrepreneur contributors are their own. Gone are the days of blindly marketing to consumers and guessing what it is people want. Today, consistent communication with customers ...

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 ...