Companies are making critical mistakes with how they collect and use customer data, from chasing quantity over quality to ...

As companies implement identity resolution solutions, many are left with the challenge of needing to merge offline customer ...

Quovo and other data aggregators use credentials shared by the client, so the owner of the data is the one making requests or managing retribution. Wealth Access is also permissions-based.

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 ...

The partnership will enable M&T Bank to consolidate fragmented customer information and streamline data management.

Surprisingly, there are few laws that prohibit you from selling clients' data.