Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
3 key technology trends for the insurance industry in 2016
By David BrinkmanHere are steps to take to accelerate digital transformation at your insurance business.
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.
March 16, 2016
4 areas for insurance to modernize in 2016A survey says insurance must continue to modernize to remain competitive in an increasingly globalized environment.
March 16, 2016
4 areas for insurance to modernize in 2016A survey says insurance must continue to modernize to remain competitive in an increasingly globalized environment.
March 10, 2016
Salesforce expands integration with Outlook email to help sales repsThe app gives users, especially sales representatives, predictive technology to boost efficiency.
March 09, 2016
Ranked! The top 25 billionaires in the worldImagine you are the advisor to one of the worlds billionaires: How would you handle this ultra-high-net-worth client?