Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Talent Development, Cybersecurity Are Top Advisor Concerns: IAA/Cerulli Poll
By Melanie WaddellIn premier Executive Outlook Survey, fee pressure, technology and compliance costs are growing worries.
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.
March 01, 2017
The Goldilocks Theory of FintechRemember 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 28, 2017
JPMorgan Software Does in Seconds What Took Lawyers 360,000 HoursA learning machine is parsing financial deals that once kept legal teams busy for thousands of hours. And that's just the start for JPMorgan.
February 27, 2017
How Cutting Costs Hurts TechnologyToo often, price becomes too big a factor when evaluating new technology purchases.
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.