Data
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Finmate AI And PreciseFP Integration Expedites Transfer Of Client Meeting Data To Financial Planning Software (And More Of The Latest In Financial #AdvisorTech – June 2025)
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Welcome to the June 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends ...

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Sweetser slams Trump admin’s compilation of Americans’ data
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In a recent video posted to his X account, Kyle Sweetser — an Alabama native and lifelong Republican now running as a Democrat for Tommy Tuberville’s ...

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Vici Unveils a Powerful Innovation to Capture Website Visitor Data
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Vici, a MarTech leader in the digital advertising space, proudly announces the launch of Website Visitor ID, a groundbreaking tool that ...

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ESG Data Management: Challenges, Opportunities, and Its Importance
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In today’s corporate landscape, ESG (Environmental, Social, and Governance) data management plays a pivotal role in shaping sustainable business practices. ...

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Transforming Real Estate Data into Strategic Insights: The Future of BI
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In an era where data is the new oil, the real estate industry is undergoing a significant transformation, driven by advancements in business intelligence ...

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Why marketers are rethinking SEO, ad buying, and data use
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Traditional SEO isn’t going away, but marketers are starting to rethink how people find content online. With more ...

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How to present data and findings to advisory clients
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Whether you hold in-person or digital meetings with your clients, you have options in how you present dashboards or reports. Everyone has their ...

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Importance of Data Security in Accounting Outsourcing
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In today’s interconnected business environment, more and more companies are opting accounting outsourcing to external service providers. This strategy can ...

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Identifying Data Signals That Work in CTV
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Signals for CTV are limited compared to mobile and desktop, according to Pia Sturm, Associate Director Programmatic at WPP Media, with content genre signals ...

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Microsoft’s Free AI Tool for Data Analysis
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In today’s data-driven world, every researcher and analyst requires the ability to yield prompt information from raw data and ...

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