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 ...

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 ...

Here are three sample data gathering tools used by Brainerd Lakes Surgery Center in Baxter, Minn., and provided by Sandy Berreth, administrator of the ASC and a AAAHC surveyor. The first tool is for ...

Nearly 60% of store design teams say their top challenge is adapting store experiences to new shopper expectations, according to Retail TouchPoints research. But retail organizations are gathering ...