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, ...

Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...

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 ...

DBeaver is a free, open-source, cross-platform SQL client and database administration tool. It is designed to support a wide variety of SQL and NoSQL databases, including MySQL and PostgreSQL. Its key ...

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 ...

Law firms aren't just expected to protect their clients' sensitive information—they have a legal and moral duty to do so. Before the COVID-19 pandemic, when permanent in-office working was the norm, ...

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 ...

Want smarter insights in your inbox? Sign up for our weekly newsletters to get only what matters to enterprise AI, data, and security leaders. Subscribe Now The modern business world is driven by data ...

Agentic automation: Perhaps most significantly, conversational memory transforms AI from a transactional tool to a genuinely ...

Tequity, a leading North American M&A advisory firm specializing in global Enterprise B2B SaaS products, services, and AI/Data-oriented company transactions, acted as the exclusive financial advisor ...

The development team throws a party when it delivers a new database-oriented application to the business community. But the network exec, like Cinderella, can’t go to the party. All too often, the ...