Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
LinkedIn’s 4 Tech Trends to Know When Facing Next-Gen Clients
By Emily ZulzHigh tech or high touch? Next gen clients want both, a study finds.
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.
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.
September 16, 2016
Where Trump, Clinton Stand on Key Tech, Innovation IssuesAn IT foundation found much to like in both candidates general tech positions, but one has been more assertive on innovation.
September 15, 2016
The New Disruptors of Old AgeA handful of tech entrepreneurs are now looking beyond the millennial market to reach a new demographic with their own needs baby boomers.
September 15, 2016
5 Robo-Advice Myths BustedThe robo-advice market is not human vs. technology, its about helping advisors do their jobs better.
September 09, 2016
The secret to hitting a home run with digital marketingIf you dont have the foundations in place, you may have a successful campaign, but not one that converts to sales.
September 07, 2016
To achieve marketing success, spend smarter not moreCustomizing a marketing strategy based on how close a lead is to buying can result in better sales and a more robust client pipeline.