A cyberattack on a New York-based tech vendor has led to the exposure of sensitive customer data, including records belonging ...

SitusAMC, a technology vendor for real estate lenders, holds sensitive personal information on the clients of hundreds of its banking customers, including JPMorgan Chase.

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, ...

New privacy models, zero-copy activation and AI orchestration are rewriting the rules for how customer intelligence gets ...

Salesforce says it revoked refresh tokens linked to Gainsight-published applications while investigating a new wave of data ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

Comcast will pay a $1.5 million fine to settle an FCC (Federal Communications Commission) investigation into a 2024 vendor ...

Sheryl Rowling’s new Practice Wise column is available first in Morningstar Office Cloud. In the old days, keeping clients' data secure was pretty easy. It just required a lock and key. Now, with ...

Iberia said the compromised information included names, loyalty card membership and contact details, but no passwords nor ...

OCBC Bank’s internet and mobile banking services for its consumer and business customers have been restored, following a ...

Q: Our agency specializes in high-end cruises and resorts. We maintain a database of past clients with all their contact information and preferences. A data broker has approached us and has offered to ...