LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior participation from experienced RIA and institutional ...

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, ...

NavSav Holdings IV, LLC is accusing the former owners of Pointer Insurance Agency of misappropriating confidential client ...

That’s what sets customer data management apart: the ability to eliminate silos and deliver a clear, 360-degree view of each customer. When you venture beyond CRM, you stop being reactive and start ...

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 ...

Jaguar Land Rover said some customer data has been compromised after the British carmaker was hit by a cyberattack that’s ...

Cloudflare disclosed Tuesday that customer support data may have been compromised in the widespread attacks targeting ...

Media streaming platform Plex is warning customers to reset passwords after suffering a data breach in which a hacker was ...

Verizon lost an attempt to overturn a $46.9 million fine for selling customer location data without its users' consent. The ...

Jaguar Land Rover said it believes last week's cyberattack affected some customer data. The U.K. auto manufacturer--which sells Land Rover and Jaguar vehicles and is a subsidiary of India's Tata ...

Rob Flowers, a 30-year veteran of the IT services industry, was named vice president of federal client growth at NTT DATA ...