Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Technology Integration Critical to Compete With Wirehouses
By Savita Iyer-AhrestaniIntegrated Wealth Management built a more attractive technology offering to draw talented advisors away from wirehouses.
October 13, 2016
Marketing evolution in a new digital worldInnovative insurance marketing can amplify your message and communicate directly to consumers in a way that benefits the industry as a whole.
October 11, 2016
2 Pitfalls to Avoid, 7 Tips to Optimize Your Tech SolutionsDo a full ROI analysis before you decide on new technology, but the after-purchase steps are just as important.
October 07, 2016
Identify ways technology can streamline business processesThink of vendor partners as allies who can help you implement best practices learned from others.
October 07, 2016
Identify ways technology can streamline business processesThink of vendor partners as allies who can help you implement best practices learned from others.
October 06, 2016
Technology automates communication with clients, prospectsLeveraging technology to automate certain processes can allow employees to better focus their efforts on client service.
October 06, 2016
Technology automates communication with clients, prospectsLeveraging technology to automate certain processes can allow employees to better focus their efforts on client service.
October 06, 2016
Fighting against technology is a losing battleA hybrid approach that includes the benefits of robo-capabilities with the care and concern of a human advisor is a winning combination.