Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
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By Adam Moseley, Wade SpencerSelecting a technology vendor is a key decision in the buying process. Make sure you talk to a potential vendor's customers--ideally ones you've found on...
July 01, 2009
Tech EvangelistOne of the most effective ways to get staff to use the technology that a firm already possesses to its full advantage is to appoint...
July 01, 2009
How Much Can You Save?Everybody says that automating regularly conducted tasks can save an advisory firm money, but how much? For instance, Schwab Technology Consultants estimates that for every...
July 01, 2009
Right in Front of YouAt wealth management firm LarsonAllen Financial, technology has been a key budget item during the past four years as the firm has transitioned to a...
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
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...