Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Marketing evolution in a new digital world
By Kristen BeckmanInnovative insurance marketing can amplify your message and communicate directly to consumers in a way that benefits the industry as a whole.
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.
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.
October 06, 2016
How can the industry and technology work together?How can the industry start to view technology vendors as partners rather than a threat?