Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Companies License Customer Support Tech
By staff WriterRonald A. Katz Technology Licensing L.P. says 3 insurers have agreed to license use of call center technologies that the firm controls.
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
December 16, 2009
Jeff Frazee to join Aviva USA as Chief Information OfficerAviva USA, Des Moines, Iowa, has announced that Jeff Frazee has joined the company as senior vice president and chief information officer (CIO) of the life and annuity business.
December 15, 2009
Jeff Frazee to join Aviva USA as Chief Information OfficerAviva USA, Des Moines, Iowa, has announced that Jeff Frazee has joined the company as senior vice president and chief information officer (CIO) of the life and annuity business.
December 15, 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
December 10, 2009
Boomers instill their own values in technologyTypical of boomers, they insist on applying their own values to technology, a recent report by AARP and Microsoft found. "Boomer ideals were forged in an...