Listening becomes the CX strategy. When data is treated as a continuous conversation rather than a repository, brands can ...

As AI becomes embedded in finance operations, especially through agentic systems that act on behalf of organizations, the ...

Modern CX depends less on where data lives and more on how signals, AI, and governance come together at decision time.

Open banking, embedded finance, and AI are changing where bank data flows. Data privacy now determines how far innovation can ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

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, ...

CDK now has a CDP. The retail automotive software provider has launched its customer data platform, designed to unify ...

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 ...

Data privacy regulations aren’t known for being light reading. That doesn’t make it easy for businesses to become compliant. When one law refers to data subjects, another to residents, another to ...

As vehicles collect and share more customer data, collision repair shops face rising privacy, security, and legal risks.