Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
7 technology priorities for the individual annuities market
By Kristen BeckmanIndividual annuity insurers are aiming to increase efficiency and facilitate compliance with technology innovations, according to a Novarica study.
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.
June 09, 2016
From meatless meat to 3-D printing: Alphabet’s top interestsGoogle's parent is still looking for ways to get involved with health care
June 09, 2016
From meatless meat to 3-D printing: Alphabet’s top interestsGoogle's parent is still looking for ways to get involved with health care
May 31, 2016
The elements of successful consulting with Chad SchneiderIf you are thinking about taking a more consultative approach and want a roadmap for how to get there, this episode is for you!
May 27, 2016
Stuart DePina: Advisor Tech Entrepreneur and Intrapreneur — The 2016 IA 25If you want to understand how technology can make advisors of all kinds more efficient, listen to Tamarac | Envestnet's Stuart DePina.
May 25, 2016
Neesha Hathi: Schwab’s Digital Evangelist — The 2016 IA 25After 12 years at Schwab in various leadership roles, Neesha Hathi recently moved to the firm's retail business.
May 24, 2016
SigFig Raises $40 MillionSigFig, a fintech firm that works with UBS and Pershing, says it now has over $70 million to support its tech work.