Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Is Your Technology an Obstacle in Providing Value to Clients?
By Dan SkilesTechnology clearly can assist in creating value, but it can just as easily send the wrong value message to your clients.
June 15, 2016
Fintech is ending money management as we know itNew tools make it possible for small firms to offer service that were out of reach just a few years ago.
June 15, 2016
Fintech is ending money management as we know itNew tools make it possible for small firms to offer service that were out of reach just a few years ago.
June 14, 2016
7 technology priorities for the individual annuities marketIndividual annuity insurers are aiming to increase efficiency and facilitate compliance with technology innovations, according to a Novarica study.
June 14, 2016
7 technology priorities for the individual annuities marketIndividual annuity insurers are aiming to increase efficiency and facilitate compliance with technology innovations, according to a Novarica study.
June 14, 2016
Here's how to connect with distracted clientsIn an era when smartphones, tablets and 24-7 connectivity are near-ubiquitous, getting and keeping the prospect's attention is becoming harder than ever.
June 14, 2016
BofA veteran opens fintech startupPaul Richards retired as co-head of EMEA corporate banking at BofA in 2014. His new fintech startup will serve wealthy clients.
June 13, 2016
Banks mine troves of personal spending data in marketing pushConsumers are getting more comfortable paying for things with their phones, and that has banks thinking more and more like marketers.