Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Goldilocks Theory of Fintech
By Aaron KleinRemember the Goldilocks fable? The infamous invader came across porridge that was too hot, porridge that was too cold, and porridge that was just right.
February 24, 2017
SS&C, Jemstep Announce New Partnerships: Tech RoundupSS&C Technologies has partnered with Aon Insurance Managers to launch a joint platform that will simplify insurance-linked securities valuation.
February 22, 2017
Blockchain Group Anticipates Wider Adoption in 3-5 YearsFinancial firms will increasingly adopt blockchain technology in the post-trade space over the next three to five years, according to a survey.
February 21, 2017
Fintech Innovation Picks Up the PaceIf you want to know the state of affairs in advisor technology, be sure to make the annual trek to Joel Bruckensteins Technology Tools for Today (T3) conference.
February 15, 2017
eMoney Advisor Unveils Virtual Reality, Optimized Marketing ToolsEMoney debuted a virtual simulation at T3 conference on Wednesday that helps advisors explain how they will interact with clients and the eMoney platform.
February 10, 2017
In the Eye of the Perfect Storm, the Future Is FormsIf the financial advisory industry had the equivalent of meteorologists, they would be ringing alarm bells.
February 07, 2017
Is a CRM the key to increasing sales and enhancing service?Customer relationship management systems designed for agents and advisors are changing...everything.
February 07, 2017
News From Veo Village – Top Tech Developments From National LINCAs the largest gathering of the advisor tech community outside Joel Bruckensteins T3 conferences, TD Ameritrades Veo Village featured the latest and greatest for 2017.