Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Buzz, the Cloud and Product Intros: 2014 T3 Advisor Tech Conference
By Michael E. KitcesWe may have reached a turning point where advisor tech decisions are less about software and more about navigating a patchwork of integrations.
February 14, 2014
A buyer’s checklist of technology essentialsCertain IT solutions used by life insurance manufacturers and others engaged in product distribution are mission-critical.
February 14, 2014
Digital daysWhat if insurers created their own type of Facebook "Look Back" videos to promote themselves?
February 12, 2014
‘Latest and Greatest’ Tech Not Always Best for RIAsWhat separates high-performing RIA firms from their competition? One factor: their technology use but not in the way you might think.
February 07, 2014
CGI’s PPACA rebound sees new US dealsThe dismissed HealthCare.gov contractor has bids in for about $1.3 billion in potential U.S. government business.
January 27, 2014
Computer Viruses—They Happen to Me, Too!Recently, I was reminded that if I dont follow my own advice and best practices, computer issues will happen to me, too.
January 27, 2014
How to Offer a ‘Mind-Blowing’ Client ExperienceSuccessful advisors increasingly take a highly personalized approach.
January 22, 2014
Canadian investors benefiting from technologyThree-quarters of Canadians believe that technology has significantly helped them to become better investors.