Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Kickstarter economy: How technology turns us all into bankers
By Staff WriterCould online venture capital sites have the same effect on finance that digital music had on the recording industry?
February 01, 2013
Wanted: Reader tech tipsAre you making good use of new technology? We want to hear about it.
February 01, 2013
Wanted: Reader tech tipsAre you making good use of new technology? We want to hear about it.
January 31, 2013
Tech Integration Directly Related to Client Face Time: TDAI’s ValleleyHeres a statistic that should get every advisors attention: without tech integration, advisors spend under 20% of their time with clients; with integration, that percentage rises to 50%
January 31, 2013
4 thoughts seniors have about technologyWe spoke with senior clients recently to get their thoughts about how technology has affected their relationship with their advisor.
January 30, 2013
Have salespeople forgotten how to sell?Dont let your sales skills get rusty chasing the newest technology.
January 30, 2013
For Cambridge Investment Research, Technology Is Center StageIf youre looking for the perfect technology coming-of-age story (and who isnt?), Cambridge Investment Research just might have it.