Listening becomes the CX strategy. When data is treated as a continuous conversation rather than a repository, brands can ...

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 spreadsheets, ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A customer data platform (CDP) collects data from online and ...

Uniphore, the Business AI company, has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Customer Data ...

In today’s digital age, businesses collect and store vast amounts of customer data to improve their services and marketing efforts. However, this data is a target for cybercriminals and can be ...

Data-driven customer segmentation allows you to analyze if there are several distinct groups in your addressable market and what they are. Customer-centricity is the process of continuously optimizing ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

Our research shows that Zendesk is the best CRM for customer database functionality, offering robust customizability and lots of contact management features, all packaged into an easy-to-use platform.

A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information, sales ...