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

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 ...

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

The U.S. Consumer Financial Protection Bureau on Thursday kicked off a do-over of its open banking regulations governing ...

When clients trust advisors to invest their money, they are also trusting them to protect their data and privacy.

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

Lead plaintoff in potential class-action complaint claimed Truist’s use of pixel trackers — also known as a web beacon — ...

Major BNPL firms won't report customer data to credit bureaus until they see evidence that responsible payment behavior helps ...