Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Must you choose between high touch and high tech?
By Shep HykenCustomer service, speed and price: customers today expect, and even demand, all three.
September 16, 2015
Millennials highly optimistic about insurance industry, plan to stay as long as possibleVertafore survey details what the younger generation values in the insurance industry, the jobs they fill, and how they compare to baby boomers.
September 04, 2015
7 things fiduciaries shouldn't say in courtFiduciaries and sponsors might want to note these incriminating statements in a notorious 401(k) court case examples of what not to say when under oath.
September 01, 2015
Robot millionaire takes a shot at fixing severed spinesCyberdyne is regenerative medicine to reconnect rats' neurons.
September 01, 2015
8 tech trends that will change how carriers do businessCarriers appetites for more datafor better underwriting and risk selectionand desire to drive down costs are fueling a move toward becoming more customer and tech focused.
September 01, 2015
8 tech trends that will change how carriers do businessCarriers appetites for more datafor better underwriting and risk selectionand desire to drive down costs are fueling a move toward becoming more customer and tech focused.
August 31, 2015
Don’t Pay the Hacker’s RansomAdvisory firms are being hit with ransomware viruses. Before paying up, try these steps first.
August 26, 2015
The Real-World Star Trek Would Be Far From UtopiaWhat we've learned from technology over the past 10 years or so is that it's rarely as user-friendly or reliable as we'd like.