Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Criminal Hacktivity: Why You Need Cyber-Insurance
By Marlene Y. SatterIt's not a big slice of the market yet, but cyber-risk insurance is growing as more businesses realize that it's really not optional these days.
August 22, 2014
‘Internet of Things’ Beckons New VC FirmMoonscape Ventures plans to support innovative technology that interconnects devices, brings the Internet to normal objects and automates everyday tasks.
August 19, 2014
10 Best Ways to Compete Against Robo-AdvisorsIf you, for one, don't welcome your new robo-overlords, here are 10 ways to help your advisory firm rise above them.
August 14, 2014
A 5-Step Process to Utilize Your Existing Technology: Level 3 – Building Processes Into Your CRMIn the third post in our series, we focus on how to build processes into your customer relationship management software. It's easier than it sounds.
August 05, 2014
Serving employers from a new point in the HR continuumVon Burba has built a business out of identifying the acceptable compromises that employees and employers must make in a post-PPACA climate.
August 05, 2014
Is this the benefits industry’s Steve Jobs?It's safe to argue that Benefitfocus is indicative of changes happening throughout the benefits business.
July 31, 2014
Survey: U.S. insurers gearing up for growth, tech advancementInvestment in technology is the number one priority for 60 percent of respondents.
July 31, 2014
Survey: U.S. insurers gearing up for growth, tech advancementInvestment in technology is the number one priority for 60 percent of respondents.