Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Co-browsing technology allows advisors to provide better service
By Linda ZiembaToday, many life and health insurance companies are asking their prospective and current policyholders to not only fill out applications online, but to complete service, claims and other forms.
May 14, 2010
La. Blue To Chooses Benefitfocus TechnologyBlue Cross and Blue Shield of Louisiana has agreed to use the Benefitfocus Platform system to change the way it exchanges data with other organizations.
May 14, 2010
La. Blue To Chooses Benefitfocus TechnologyBlue Cross and Blue Shield of Louisiana has agreed to use the Benefitfocus Platform system to change the way it exchanges data with other organizations.
May 06, 2010
HighTower Announces New 'Anywhere' iPhone and iPad App for AdvisorsHighTower Advisors, the Chicago-based open-source RIA, announced Tuesday the beta launch of its HighTower Open Source Technology (HOST) iPhone and iPad application for advisors.
May 01, 2010
More Integration Opportunities? Yes, Maybe . . .Sometimes, it is assumed that a cloud-based system will provide more data integration opportunities than a locally installed application. But that is a faulty assumption,...
May 01, 2010
The Technology Coach: Don't Get Lost in the CloudCloud computing has attracted a significant amount of attention in the advisor community. Understandably so, since it offers plenty of advantages for businesspeople who have...
April 30, 2010
Ten trends in wealth managementAsset growth strategies and increased communication are among trends identified by tech-provider SunGard.
April 22, 2010
Boomers primed for green jobsThrough their extensive experience in other careers, boomers may be the next generation of green workers. A recent study by The Council for Adult and...