Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How Much Can You Save?
By Adam Moseley, Wade SpencerEverybody says that automating regularly conducted tasks can save an advisory firm money, but how much? For instance, Schwab Technology Consultants estimates that for every...
June 05, 2009
5 Key TechnologiesA consulting firm has come up with a list of "must-have" technologies that may help insurers survive the current economic crisis.
June 05, 2009
NAIC Sets AgendaThe National Association of Insurance Commissioners could adopt a derivatives measure and a producer licensing process technology measure at the upcoming summer meeting.
June 02, 2009
Upgrading Technology: A Report From the FieldOffice Space As you probably know by now, I am settled in my new office, but there are a few outstanding items to address. I plan...
April 14, 2009
Avoid the negativeThe very best salespeople are firm believers that they create their own success. They tell us that they focus on the positive aspects of their company's products but that sometimes they have to hunt for them.
April 14, 2009
Avoid the negativeThe very best salespeople are firm believers that they create their own success. They tell us that they focus on the positive aspects of their company's products but that sometimes they have to hunt for them.
April 08, 2009
Humana Licenses Voice TechA company that controls patents says a health insurer has agreed to a settlement in connection with the technology it uses to communicate with customers.
April 07, 2009
Mark EspositoMark Esposito has been named Chief Information Officer for The Hartford Financial Services Group.