Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
8 Ways Financial Planners Can Beat Their Competitors
By Michael S. FischerThe advisory industry is in a period of technological and demographic transition. Here are eight ways to come out ahead, according to SEI.
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insurance carriers to make a significant investment in new technologies to pay off their technical debt and eliminate outdated legacy systems in the near future.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insurance carriers to make a significant investment in new technologies to pay off their technical debt and eliminate outdated legacy systems in the near future.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.
February 11, 2015
Is Mobile Technology a Threat to Advisors? It Shouldn’t BeHere are some ways advisors can use mobile technology to up their game and strengthen relationships with clients.
February 04, 2015
Scheduling appointments: Stop typing and start talkingIn a relationship-driven business, the personal touch of a phone call is still important. And you must master it.
February 02, 2015
Why Cheap Oil Is Here to StayTechnology has transformed the energy picture, Alexei Bayer writes.
February 02, 2015
DIY Investing on a Growth TearSelf-directed investment is growing much faster than the rest of the market, and online platforms' user bases are getting more diverse, a Scivantage study found.