Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Why many insurers are investing in CRM systems
By Mark BreadingIt may come as a surprise to many insurers that CRM is experiencing a resurgence.
February 05, 2016
The Rich Are Already Using Robo-Advisors, and That Scares BanksLenders are racing to release their own automated investing technologies this year.
February 01, 2016
What You Need to Know About E-SignaturesIn many respects, the successful adoption of electronic signatures (e-signatures) by advisors has more hurdles than any other technology now commonly used.
February 01, 2016
Wirehouses Gear Up on the Tech FrontierThe largest broker-dealers aim to become more technologically nimble and the results are starting to show.
January 27, 2016
4 secrets to being exceptionally productiveBeing productive isnt necessarily about doing more work in the day. But what does "working smart" really mean?
January 26, 2016
Flexible workers, AI keys to future success, Accenture predictsSeventy percent of business executives plan to invest more in artificial intelligence than they did in 2013, Accenture reported.
January 26, 2016
Flexible workers, AI keys to future success, Accenture predictsSeventy percent of business executives plan to invest more in artificial intelligence than they did in 2013, Accenture reported.
January 22, 2016
Advisors Overweight Technology, Financials Amid Earnings Concerns: SSGAHere's where advisors are putting money as concern grows over volatility and geopolitics, according to State Street.