Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
A computer will never replace you
By Joanne BlackComputers do many things more effectively than humans, but theres still one thing they cant do: think for themselves.
November 12, 2014
What’s Your Client’s ROI? New Tech Tool Adds up the ScoreRedtail, ActiFi, Riskalyze and Securities Service Network partnership uses advisor data to determine client profitability.
November 12, 2014
How to increase agent adoption of automation technologyLearn what values entice the agent to migrate to digital forms and adopt an alternative automated approach to processing business.
November 12, 2014
How to increase agent adoption of automation technologyLearn what values entice the agent to migrate to digital forms and adopt an alternative automated approach to processing business.
November 12, 2014
Be careful: Here are the 3 technologies most susceptible to cyber attackCyber breaches are becoming a borderline common problem for businesses. But many arent yet taking steps to protect themselves before a breach happens.
November 12, 2014
Be careful: Here are the 3 technologies most susceptible to cyber attackCyber breaches are becoming a borderline common problem for businesses. But many arent yet taking steps to protect themselves before a breach happens.
November 11, 2014
What's driving tech investment decisions for agents and brokers?Applied Systems' survey reveals what technology delivers growth and productivity, and the biggest benefits of business intelligence applications.
November 11, 2014
What's driving tech investment decisions for agents and brokers?Applied Systems' survey reveals what technology delivers growth and productivity, and the biggest benefits of business intelligence applications.