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 ...

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 ...

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 ...

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 ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

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 ...

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 ...