Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Building a Next-Generation Technology TAMP in Chicago
By Timothy WelshAfter its recent acquisition of Salentica, the Canadian-based CRM overlay for Microsoft Dynamics CRM that many large RIAs use to power their back offices, SS&C has invested aggressively to pivot the system to the Salesforce platform.
September 13, 2017
Fintech Is a Tool, Not an Obstacle, in Client ServiceIn the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan, Celent writes.
September 12, 2017
Driving Technology Innovation From a Utah Ski HouseThe Orion FUSE conference is hitting its stride as a driver of technology innovation.
September 12, 2017
Fintech Will Change ‘Every Familiar Aspect’ of ETFs: PwCFirms cant stop the march of automation; instead, they should use it to their advantage, PwC says in a new report.
September 07, 2017
What the Studies About Robots Replacing Workers Get WrongWhen Vanguard chief economist Joe Davis read a study finding that 47% of jobs would go away in 10 years, he decided to dig deeper.
September 06, 2017
T3’s Joel Bruckenstein Honored With Leadership AwardJoel Bruckenstein, publisher of Technology Tools for Today (T3), was recognized Wednesday by Bob Veres for his contributions to the financial services industry.
September 01, 2017
The Marketing Metrics That Really Matter for AdvisorsTo anyone whos ever felt overwhelmed after looking at Google Analytics, know this: Youre not alone.
August 31, 2017
FINRA Warns Investors on Initial Coin Offering Risks, FraudStartups are using the new virtual coin ICOs to raise capital, but buyers should use caution when considering these complex investments, says FINRA's Walsh.