Paul Ryplewski shares smart, actionable CRM/data management takeaways from an 'Office Hours' client webinar with Meghan Van Dalinda.

Selecting an ESG data provider that prioritises integrity, transparency, and quality is essential for navigating complex regulations and client preferences. Over the last few years, environmental, ...

The most sophisticated business presentation will lose its impact if the client experiences information overload and doesn't understand what to do next. So, the fastest way to make data actionable is ...

Data security has become a perennial concern for pretty much anyone with a bank account, 401(k), health insurance, or even just a Social Security Number. There have been about one billion stolen ...

The data breach at National Public Data, which exposed 272 million taxpayer identification numbers and 2.9 billion records this summer, has generated substantial risk for tax-related identity theft ...

Automation and AI have given us tools to reduce (often drastically) the time we spend on more tedious PPC tasks. That means as agency partners, we need to shift toward acting more as consultants for ...

Big Law firms are developing policies and training around generative AI usage. Most firms aren't using the technology on client information, but an increasing number of firms are using it for research ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...