Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Getting More Efficient Through Paperless and Aggregation
By Mike PattonLast week I attended my second TradePMR conference. This year's conference was in Orlando and was important on a number of fronts. Let me begin...
February 16, 2010
IASA To Award ScholarshipsThe Insurance Accounting & Systems Association Inc. will give out 3 $2,000 scholarships this spring to college students with an interest in insurance technology.
February 01, 2010
The Affluentialist: Trends in Client CommunicationNothing will completely replace the benefits of face-to-face client meetings, but the pressure for greater efficiency and convenience is propelling advisors to try new means...
January 27, 2010
Companies License Customer Support TechRonald A. Katz Technology Licensing L.P. says 3 insurers have agreed to license use of call center technologies that the firm controls.
January 27, 2010
Companies License Customer Support TechRonald A. Katz Technology Licensing L.P. says 3 insurers have agreed to license use of call center technologies that the firm controls.
January 19, 2010
HighRoads Signs WillisA large insurance broker has chosen a global benefits data technology vendor.
January 01, 2010
The power of presentationsA mix of great stories, the right technology and a personal touch create the best presentations-- seminars and face-to-face meetings that score clients.
December 31, 2009
The power of presentationsA mix of great stories, the right technology and a personal touch create the best presentations-- seminars and face-to-face meetings that score clients.