Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Are Big Banks, Financial Firms Ahead of Fintech Startups?
By Janet LevauxIBM research looks at which financial institutions are embracing blockchain technology and why.
September 26, 2016
Cutting-Edge Private BankerKelly Coffey of J.P. Morgan U.S. Private Bank talks about how innovative technology and strong relationships are shaping the future of wealth management
September 26, 2016
The UBS-SigFig PartnershipExecutives Rich Steinmeier and Michael Sha describe the thinking behind the deal
September 22, 2016
Fintech Is Exploding, but How Firms Use New Integrations Is KeyFintech providers need to help user workflows, not just deliver a bunch of integrations, eMoney Advisor CEO Ed O'Brien said.
September 21, 2016
LinkedIn’s 4 Tech Trends to Know When Facing Next-Gen ClientsHigh tech or high touch? Next gen clients want both, a study finds.
September 20, 2016
Time for Advisors to Move Beyond ‘Fintech Fear’: PwC ReportWhile most wealth managers fear losing business to fintech companies, fewer than half have put fintech at the center of a digital strategy.
September 20, 2016
When Advisors Break Away, Cybersecurity Also Gets BrokenWhile breakaway advisors may have the freedom to embrace new technologies, that freedom comes with new cybersecurity risks.
September 19, 2016
Top American cities for business innovationNot every city is primed to foster business innovation. But just about every industry including insurance and financial services will be transformed by digital technologies.