Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
IU President McRobbie elected to OneAmerica board
By staff WriterThe board of directors for Indianapolis-based OneAmerica(R) Financial Partners, Inc. has elected Indiana University President Michael A. McRobbie, PhD, as its newest member.
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.
December 30, 2009
Employers to boost hiring in 2010Job seekers may get some reprieve in the new year, according to a study released by a job search company Tuesday. CNN/Money reports 20% of employers...
December 16, 2009
Can technology really make a difference for the producer?I graduated from Wheaton College as an education major, and prepared for a lengthy career as a math teacher. After teaching for two years, I decided it was not for me and embarked on a career in financial services. I