Customer Data Management (CDM) is defined as an enterprise process by which customer data is gathered, stored, updated, accessed and analyzed.

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to ...

Wealth management firms serve a clientele that is used to luxury, which means firms have a lot to learn from the luxury industry.

Digital Vaults will continue to play an incredibly significant role in bringing all areas of the client’s life (financial, business, personal) together and centralized in one spot for the firm ...

Artificial intelligence is changing the foundation of customer relationship management, making data-driven engagement central to how companies operate. QuickBooks has introduced the Customer Agent ...

The real estate business is built on trust, timing, and persistent follow ups. Deals rarely happen overnight. They grow through months of conversations, property visits, and negotiations. An agent who ...