Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
A career where the insurance industry and technology meet
By Bob CalandraAmy Christofis followed an interest in health care and economics to a job that leverages technology to help employers, employees, providers and insurance companies.
August 17, 2016
Technology to the rescue for fiduciary rule complianceTechnology likely will play a large role in the new paradigm. Here's how.
August 17, 2016
Technology to the rescue for fiduciary rule complianceTechnology likely will play a large role in the new paradigm. Here's how.
August 17, 2016
Robo Technology's Promise Redux: It’s About the Clients, StupidComments on a prior blog lead me to refine my point about who will be the bigger beneficiary of digital advice platforms.
August 15, 2016
USAA Nabs Citi's FinTech ChiefHeather Cox joins USAA as head of IT, digital strategy and client experience as the firm is pioneering biometrics for account logins.
August 12, 2016
Raymond James Completes Rollout of Mobile PlatformThe firm also has introduced document sharing technology to its roughly 6,800 financial advisors.
August 12, 2016
3 must-have digital technologies for today’s insurance agentsHere's how insurance agents can anticipate and adapt to the evolving digital space.
August 10, 2016
How Robo Technology Will Take Independent Advice to the Next LevelAided by robos, advisors will become more like todays doctors, analyzing information collected by robo platforms, reviewing the platforms' recommendations and helping clients implement them.