CDI goes beyond collecting data, focusing on accuracy, governance and real-time access that modern CX depends on.

Among its many consequences, fragmented and disorganized data in the homecare industry can make care coordinators feel like they’re piecing together a puzzle with a few missing or incorrectly labeled ...

NEW YORK--(BUSINESS WIRE)--Lenox Park Solutions, Inc. (“Lenox Park”, or the “Company”), a leading collaboration and data analytics financial technology firm, has reported that OCIO firms totaling ...

Data management, already of significant importance for operational and business intelligence purposes, has taken on a new level of priority for businesses and organizations as the wave of AI ...

SAINT PETERSBURG, Fla. & CHICAGO--(BUSINESS WIRE)--Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Oct 22, 2024, 11:55am EDT Nov 10, 2025, 07:26am EST Each year ...

When consumers can clearly see how their data is used, transparency replaces opacity. Privacy becomes an ongoing, active ...