Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Pershing’s NetXInvestor: Portal for Multiple Generations of Clients
By James J. GreenBuilt from the ground up, platform offers customization and advisor control to meet differing needs of clients of all ages.
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.
January 13, 2014
Simple Tips for Keeping Your Tech Tools HummingA bad experience reminded me of some basic steps you can and should take to keep your technology tools working as needed.
January 09, 2014
'Jeopardy!' champ Watson to advise clientsClients at DBS Group Holdings will get investing assistance from Watson, the IBM computer that beat human Jeopardy! contestants.