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How to Use AI Tools and Keep Client Data Safe
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 ...
The automaker said in a statement that only basic contact information was accessed via a third-party customer service ...
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, ...
Client Intelligence analyzes client emails and other sources to predict client needs and provide automated outreach.
Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A customer data platform (CDP) collects data from online and ...
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 ...
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 ...
French luxury conglomerate Kering, parent of Gucci, Saint Laurent and Balenciaga, confirmed a data breach that puts millions ...
PARIS -Hackers have stolen the private details of potentially millions of customers from luxury brands Gucci, Balenciaga and ...
Data breaches of cellphone service providers that sell plans to U.S. military customers are being investigated by the South ...
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