Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
CGI’s PPACA rebound sees new US deals
By Frederic TomescoThe dismissed HealthCare.gov contractor has bids in for about $1.3 billion in potential U.S. government business.
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.
December 24, 2013
An Old(er) Piece of Software That's Producing New DividendsThe Pro version of Adobe Acrobat allows me to communicate more efficiently with clients, while saving me time and trouble.
December 23, 2013
Will Google make LTC devices?Andy Rubin, the manager of the Android mobile operating system team, is running the robotics division.
December 23, 2013
Will Google make LTC devices?Andy Rubin, the manager of the Android mobile operating system team, is running the robotics division.
December 20, 2013
How to meet your clients' needs in 2014What do your clients really want? Genuine information and great customer service.