Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Synaps Successfully Tests Blockchain Loan Servicing: Tech Roundup
By Danielle AndrusSynaps Loans announced on Thursday that it has created and tested a working blockchain solution for servicing syndicated loans.
March 23, 2017
March Madness: How to Move Your Value Prop to a Higher BracketYour real competition isnt the market, its other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
March 14, 2017
Part 2: Direct primary care suitabilityContinued: Dr. Samir Qamar, founder and CEO of MedLion and MedWand, provides an assessment of the direct primary care model.
March 10, 2017
Autonomous Research Launches New Products: Tech RoundupFintech analysis firm Autonomous Research announced on Thursday that it has launched a set of analytical products with insights into various fintech trends.
March 09, 2017
Talent Development, Cybersecurity Are Top Advisor Concerns: IAA/Cerulli PollIn premier Executive Outlook Survey, fee pressure, technology and compliance costs are growing worries.
March 09, 2017
Why the Bitcoin Blockchain Won’t Transform Financial ServicesPublic distributed ledgers like the blockchain supporting bitcoin have drawbacks that make them unsuitable for financial firms needs, according to Corporate Insight.
March 07, 2017
Integration Key to Battling Advice CommoditizationDigital advice solutions have made investment selection and portfolio construction more of a commodity than a differentiator.
March 03, 2017
3 Things Firms Must Do to Dominate Digital: State StreetTo be digital leaders, financial firms need to focus on integration, integrity and intelligence of their data.