Managing and preserving sensitive client data is one of the biggest challenges faced by financial advisors. Every interaction, report, and disclosure must be recorded and stored securely for years in ...

When it comes to archiving data, there are three different approaches, generally speaking. Selecting the right system hinges on technical capabilities as well as external factors such as budget ...

With many organizations having established data warehouse solutions there comes a point where the solution needs to be extended in an unusual direction. This challenge presented when a European mobile ...