Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Disruptive Trends in Planning Software, Pt. 1—The Cloud and APIs
By Michael E. KitcesHaving near-universal access to "the cloud" from any device and any location, and the emergence of application programming interfaces (APIs) that allow disparate software packages to integrate are driving several trends that benefit advisors.
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.
January 21, 2013
How Do the New Wealthy Communicate? Digitally, Futurewealth Report SaysThe up-and-coming wealthy are adopting new technologies, and they expect their advisors to follow suit, according to a study by SEI, Scorpio Partnership and Standard Chartered Private Bank.
January 14, 2013
Why higher touch service creates “stickier” customer relationshipsThese three principles can help drive a more personal relationship with customers.