Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to Personalize the Client Experience: Julie Littlechild
By Jeff BermanGive clients what they want, not what you think they want, the Absolute Engagement founder says.
December 15, 2022
8 'Troubling' Features of Social Security's New Website: Marcia MantellThe redesign seems to prioritize ease of use over helping users make good decisions, the Social Security expert says.
December 14, 2022
A Defined Marketing Strategy Is Key to Growth for Advisors: BroadridgeAdvisors with a strategy have onboarded twice as many clients as their peers in the past year, Broadridge finds.
December 07, 2022
J.P. Morgan Rolls Out Digital Money Coach, Remote AdviceThe bank's Personal Advisors unit has over 200 financial professionals who can be reached remotely and via eight locations nationwide.
November 29, 2022
Clients Need Technology AND a Personal Touch: Citi Annuity Distribution ExecutiveChuck Cavanaugh sees himself as a financial health provider.
November 28, 2022
The New Financial Planning Process That Saves Time, Empowers ClientsProfessor Meghaan Lurtz talks to ThinkAdvisor about collaborative planning, using money to manipulate and when clients might need financial therapy.
November 23, 2022
Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech RoundupAlso, SEI expands its strategic pact with fintech firm Canoe Intelligence.
November 22, 2022
Wealth Managers With the Best & Worst Apps, Websites: J.D. PowerBased on responses from some 6,400 full-service and self-directed investors, the results show the critical role of technology.