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

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

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 ...

For decades, independent retailers built customer relationships the old-fashioned way. Handshakes, trust, memory and a good POS receipt drawer. The most valuable asset in your business may no longer ...

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 ...

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

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

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 ...

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.