Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Don't let technology be the boss of you
By Anson Ross ThompsonIf you lose a client because you dont respond to an e-mail within a minute or an hour, you might be a lucky person.
February 20, 2015
8 ways financial planners can beat their competitorsCollaboration between client and advisor is transforming relationships.
February 18, 2015
8 Ways Financial Planners Can Beat Their CompetitorsThe advisory industry is in a period of technological and demographic transition. Here are eight ways to come out ahead, according to SEI.
February 18, 2015
Financial Technology M&A Deals: Will Advisors Win or Lose?TA Associates and NorthStar; Fidelity and eMoney; SS&C and Adventthe list goes on. Here's how advisors can assess these deals' implications.
February 12, 2015
If You Can’t Beat Robo-Advisors, Become OneAutoPilot aims to provide advisors with their own private-labeled automated asset management engine to neutralize the robo-advisor threat.
February 12, 2015
Why the insurance industry should invest in technology — and nowExpect insurance carriers to make a significant investment in new technologies to pay off their technical debt and eliminate outdated legacy systems in the near future.
February 12, 2015
Why the insurance industry should invest in technology — and nowExpect insurance carriers to make a significant investment in new technologies to pay off their technical debt and eliminate outdated legacy systems in the near future.
February 12, 2015
The future of benefits enrollment technologyWith so many benefits choices available to them, many employees are simply overwhelmed. That's where technology comes in.