Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How technology is changing the way producers work
By Warren S. HerschAgents who don't adopt the latest tech solutions risk putting themselves out of business.
August 17, 2013
Is that a cookie or something creepy?Are you ready for the brave new world of marketing tracking?
August 16, 2013
CRM app top among innovative advisory firmsNinety-nine percent of innovative advisory firms" have adopted customer relationship management (CRM) software.
August 16, 2013
CRM app top among innovative advisory firmsNinety-nine percent of innovative advisory firms" have adopted customer relationship management (CRM) software.
August 14, 2013
LPL Financial Focus13 Conference to Unveil New Mobile AppsIT industry veteran and LPL CIO Victor Fetter is busy tweeting about the giant IBD's tech developments and launches planned for Focus13.
August 12, 2013
The next generation of insurance technology: Are we ready?Instant medical records. Personal monitoring devices. New technology will re-shape life insurance as we know it and we should embrace it.
August 12, 2013
The next generation of insurance technology: Are we ready?Instant medical records. Personal monitoring devices. New technology will re-shape life insurance as we know it and we should embrace it.
August 08, 2013
Technology and the Successful Advisory Firm of the Future (and Now)It's becoming increasingly clear that the threat to human advisors is not technology and robots, but technology-augmented humans. Firms that embrace technology will perform better, and many are already doing so.