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, ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

New privacy models, zero-copy activation and AI orchestration are rewriting the rules for how customer intelligence gets ...

Sheryl Rowling’s new Practice Wise column is available first in Morningstar Office Cloud. In the old days, keeping clients' data secure was pretty easy. It just required a lock and key. Now, with ...

Warehouse-native access is emerging as the fastest, safest path to unified customer intelligence. It isn't without its challenges.

NEW YORK, Oct. 09, 2025 (GLOBE NEWSWIRE) -- Aiviq, a leading cloud-based client data platform SaaS provider for the global asset management industry, today announced the official launch of its ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

What used to be tried-and-true client acquisition methods are no longer reliable in today’s digital world. Word-of-mouth referrals alone no longer suffice. In 2023, traditional approaches are ...

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 ...

SitusAMC, a company that provides back-end services for top banks and lenders, disclosed on Saturday a data breach it had discovered earlier this month that impacted customer data.

Hackers have obtained customer data from a third-party company used by major Wall Street banks, including JPMorgan Chase and ...