Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Clearing Firms Join the Robot Race
By Jane Wollman RusoffRobo-advisors and other new technologies are transforming the clearing space.
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.
July 31, 2014
Stocks slide amid global selloff as Exxon, Micron tumbleThe S&P 500 slid 1.3 percent to 1,944.22 at 11:15 EDT, dropping below its average price over the past 50 days.
July 31, 2014
Stocks slide amid global selloff as Exxon, Micron tumbleThe S&P 500 slid 1.3 percent to 1,944.22 at 11:15 EDT, dropping below its average price over the past 50 days.