Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Insurers Rush To License Katz Call Center Technology
By Staff WriterDozens of companies have agreed to pay royalties to a call center technology pioneer to resolve a dispute about patents.The list of companies that announced ...
November 01, 2007
Rainbow AdvisorsWe rarely bookend the magazine with the same news item or theme, but we are this month. I'm writing in this space about the PridePlanners...
October 25, 2007
Laserfiche Integrates With Junxure CRMLaserfiche, the electronic document management technology company, and CRM Software, the maker of the Junxure CRM software, announced Oct. 25 they have integrated their two applications, providing a means of improved efficiency to advisors by giving users of Junxure one-click access to Laserfiche documents.
October 23, 2007
Healthaxis To Use WorldDoc TechnologyA benefits administration technology firm has selected a personal health management services vendor.Healthaxis Inc., Irving, Texas, has agreed to incorporate the WorldDoc 24/7 health management ...
October 23, 2007
Healthaxis To Use WorldDoc TechnologyA benefits administration technology firm has selected a personal health management services vendor.Healthaxis Inc., Irving, Texas, has agreed to incorporate the WorldDoc 24/7 health management ...
October 15, 2007
Technology that helps close the saleWhile the classic image of the hard-working salesman pounding the pavement and pumping fists to close the deal still holds some truth - one does have to get out and press the flesh to build rapport with prospects and maintain your client base - in
October 14, 2007
Technology that helps close the saleWhile the classic image of the hard-working salesman pounding the pavement and pumping fists to close the deal still holds some truth - one does have to get out and press the flesh to build rapport with prospects and maintain your client base - in
October 09, 2007
GHI To Use EHealth TechnologyAn East Coast health insurer has gone West to find a Web sales system.Group Health Inc., New York, will be using the health insurance shopping ...