Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space.

If you can use a simple spreadsheet, you can create a valuable and powerful business tool for managing your business's clients. A client database can be more than just a list of customers' names, ...

I’ve found that companies often remove people from their databases far too soon–especially considering the potential lifetime value of the prospect and his company. If your customer buys your type of ...