Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
10 keys that win the tech race for agents and brokers
By Patrick SchulClients, insurance companies, competitors and the prolonged soft market are pressuring agents and brokers to make technology upgrades to drive growth.
March 31, 2016
3 key technology trends for the insurance industry in 2016Here are steps to take to accelerate digital transformation at your insurance business.
March 31, 2016
3 key technology trends for the insurance industry in 2016Here are steps to take to accelerate digital transformation at your insurance business.
March 28, 2016
Are You Getting the Best ROI From Your Technology?My guess is that your firms technology ecosystem is fairly complex. Do you provide adequate training and education for staff on these systems?
March 22, 2016
Life insurers use technology, data to streamline underwritingSaving time and money are the top drivers for life insurers that are implementing automated underwriting, LIMRA finds.
March 22, 2016
Life insurers use technology, data to streamline underwritingSaving time and money are the top drivers for life insurers that are implementing automated underwriting, LIMRA finds.
March 18, 2016
USAA Accounts Can Now Track BitcoinThe bank's more than 11 million members can now see how much cybercurrency they own via the website, and soon the phone.
March 18, 2016
EMoney Advisor Names Fidelity Tech Exec O’Brien CEOEdward OBrien, who most recently was senior VP and head of platform technology for Fidelity Institutional, starts his new CEO role immediately.