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A new top priority has emerged for today's chief marketing officers: safeguarding customer data. Protecting the privacy and ...
NavSav Holdings IV, LLC is accusing the former owners of Pointer Insurance Agency of misappropriating confidential client ...
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, ...
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 ...
Salesloft says attackers first breached its GitHub account in March, leading to the theft of Drift OAuth tokens later used in ...
Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...
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 ...
Personetics, the global leader in AI-driven Cognitive Banking, today announced the launch of Personetics MCP Server, which ...
Jaguar Land Rover said some customer data has been compromised after the British carmaker was hit by a cyberattack that’s ...
Media streaming platform Plex is warning customers to reset passwords after suffering a data breach in which a hacker was ...
Cloudflare disclosed Tuesday that customer support data may have been compromised in the widespread attacks targeting ...
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