On April 26, the SEC's Division of Examinations (EXAMS) issued a risk alert on the importance of broker-dealers and investment advisers (collectively, "firms") establishing and following written ...

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

Gathering customer information in a CDP is about understanding your customers better and delivering more tailored experiences, but getting that information where it needs to be to make that happen has ...

Modern CX depends less on where data lives and more on how signals, AI, and governance come together at decision time.

If your business is struggling to manage customer profiles and customer master data across different departments, Customer Master Data Management (CMDM) solutions could be the answer. These tools ...