Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Google sees stranded seniors as big market for self-driving cars
By Dana Hull and Carol HymowitzRiders might be able to give the cars voice commands.
February 24, 2016
Feeling stuck? Here's a strategy to find new sales ideasIt might sound like advice from a zombie movie, but it works: To get unstuck just borrow someone else's brain (but don't eat it).
February 24, 2016
Robo Platform Provider NextCapital to Custody With PershingPershings Mark Tibergien says the agreement is all about ushering financial institutions into the age of digital wealth management.
February 18, 2016
The Advisor’s Journey to CRM Success, Pt. 6: Technology & Owner EssentialsTo succeed, both the project owners and employees the people who use the CRM system must be coordinated and align on clear priorities.
February 17, 2016
3 reasons that new piece of technology won’t make a differenceNo matter your agency strategy, you need tools, you need people that use them effectively and consistently. Here's 3 reasons why your tools aren't working.
February 17, 2016
3 reasons that new piece of technology won’t make a differenceNo matter your agency strategy, you need tools, you need people that use them effectively and consistently. Here's 3 reasons why your tools aren't working.
February 16, 2016
Why many insurers are investing in CRM systemsIt 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 banksIf banks are watching wealthy clients flirt with robo-advisors, and racing to release their own versions, what is the insurance industry doing?