A client database can be more than just a list of customers' names, titles and contact information. Using a variety of codes and headings, you can quickly sort a client database to help you create ...

Tracking client information is important since it becomes the basis of the marketing plan. Unfortunately, many firms don t monitor the source of their new business and miss out on marketing ...

With all of the conversations surrounding hyper-personalization, I have yet to find a practical guide that I believe can help companies jump-start the journey to individually unique client ...

Data privacy is a growing concern for clients, candidates and search firms. Executive search and leadership firms have an obligation to protect their databases, avoid cyber breaches and maintain ...

Additionally, on a more human level, gathering this information in the beginning will lead to stronger advisor-client relationships down the road.

If your clients are e-mailing you financial information, make sure they are aware that email might not be the best way to share sensitive data. When an e-mail is sent it stops in several locations (or ...

Confidential data in computers and information systems, including those used by attorneys and law firms, faces greater security threats today than ever before. They take a variety of forms ...

Customers rely on brokerages, advisors, accountants and even insurance agents to keep their information safe, secure and confidential. Well before the stay-at-home mandates of the pandemic, state ...