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, ...

Healthy data collection is the process of collecting, organizing and utilizing data in a legal, honest and safe manner. It’s an approach to data that is in everyone’s interest. When a business has ...

I’m sure you all agree that all decisions are not the same, with some being strategic for your future, and others required due to daily operational crises. For some, data collection and analysis is ...

If you’re a founder trying to understand more about these topics, whether it’s to improve your workflows or products or some aspect of your operations, here’s a business owner’s primer on what people ...

The importance of digital marketing continues to grow for brands worldwide. In 2023 alone, brands’ spending on digital advertising grew by over 10% across the globe. The advent of digital marketing ...

In an announcement on Friday, the firm stated that it has made enhancements to its Smart Forms offering, which the company said will help users streamline the new data collection and reporting ...