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 ...

DBeaver is a free, open-source, cross-platform SQL client and database administration tool. It is designed to support a wide variety of SQL and NoSQL databases, including MySQL and PostgreSQL. Its key ...

The most sophisticated business presentation will lose its impact if the client experiences information overload and doesn't understand what to do next. So, the fastest way to make data actionable is ...

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 ...

OneDigital reports a data breach involving Salesforce and Drift, exposing sensitive client data, including Social Security ...

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 ...

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 ...

Chanel Inc. informed its customers Friday morning about a data security breach at the U.S. company. In a letter to clients, Chanel said that on July 25, Chanel became aware of a security incident ...

It’s still a great feature if you need failover of a database without the expense of a cluster. One surprising aspect of Database Mirroring is that the clients will transparently redirect themselves ...

Selecting an ESG data provider that prioritises integrity, transparency, and quality is essential for navigating complex regulations and client preferences. Over the last few years, environmental, ...