Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
GHI To Use EHealth Technology
By Staff WriterAn 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 ...
September 04, 2007
FINEOS To Introduce Dental SystemAn Irish software company is trying to take a bite out of the U.S. ancillary products technology market.FINEOS Corp., Dublin, says it will launch its ...
September 01, 2007
The Virtual Face to FaceDina Trebbe doesn't need convincing on how Web conferencing has improved her firm's relationship with its clients and investment advisors. "It's a wonderful tool," says...
September 01, 2007
Ten Tech Tools You Can UseThink about it: Labor prices only go up, while technology prices drop over time. Which do you want to pursue as a first line of...
July 24, 2007
Pershing Adds Trading TechnologyBroker/dealers and RIA firms that clear through or custody assets with Pershing will have additional trading tools at their disposal with the addition of Neovest, Inc.'s capabilities to Pershing's trading services.
July 16, 2007
Ara's Blog: What The Heck Is SOA?For most people, the newest technology buzzword is about as clear as coal tar.NU Tech Guru Ara Trembly is asking readers to head over to ...
July 15, 2007
SOA: Savior Or Snake Oil?As a science fiction buff and a Mr. Wizard wannabe, I have, in recent years, become fascinated with the amazing theories of quantum physics.I've read ...
July 15, 2007
SOA: Savior Or Snake Oil?As a science fiction buff and a Mr. Wizard wannabe, I have, in recent years, become fascinated with the amazing theories of quantum physics.I've read ...