Technology is creating endless opportunities for companies, especially financial service providers, to roll out new solutions and enhance the client ... following five design principles for ...

Here are 10 key principles for truly understanding your clients. Empathy Adds to Demographic Data Demographics don ... calls to action and design, among other elements, to fine-tune what works ...

The main challenge with data governance ... directly into the design of the technology. This will force organizations to adopt a more privacy-first approach to client engagement, instead of ...

Here are some design insights and best practices to make platforms more customer-centric, innovative, and scalable. Not surprisingly, these principles start with understanding the customer and ...

The U.S. Securities and Financial Markets Association (SIFMA) on Thursday introduced a set of principles to help protect clients when they provide access to their data. SIFMA’s “data aggregation ...

The processing needed to populate a data warehouse is generically referred to as “ETL.” ETL originally stood as an acronym for “Extract, Transform, and Load.” Those three kinds of actions were ...