Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
10 Most Digitally Competitive Countries: 2017
By Michael S. FischerIn digitally competitive countries, government must facilitate the adoption of new technologies, according to IMD Ranking report.
June 06, 2017
When it Comes to Advisor Tech, Size Does Not MatterNo matter how big, small or in the middle your firm is, technology is mission-critical to succeed. Three advisory firm leaders share how they've used technology to grow their practice.
May 31, 2017
Morgan Stanley’s 16,000 Advisors Get Algorithmic MakeoverMan-machine fusion may help firms avoid paying signing bonuses; new software to prod advisors with suggestions and reminders.
May 30, 2017
How Automated Omni-Channel Marketing Is Reshaping Client ExperienceMost advisors are too busy to give their marketing the time and attention it requires.
May 26, 2017
Nasdaq, Citi Launch Blockchain Payments System: Tech RoundupNasdaq and Citi announced on Monday that they have collaborated to launch a blockchain-based payment system that facilitates straight-through payment processing and reconciliation.
May 22, 2017
How Advisors Can Increase Client Referrals With Digital InfrastructureFrom the advent and coming-of-age of robo-advisors to preparing for the ever-impending Department of Labor fiduciary rule, its been a tough few years for independent advisors.
May 16, 2017
Technology Does More Than Simplify Your Business--It Helps You Work SmarterSee how firms working with Fidelity use technology to create scale, increase efficiency and grow their businesses
May 16, 2017
When Advisors Become Technology DevelopersListening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need, says SS&C Advent's Dave Welling.