Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Agents Should Seek Simplicity When Buying Software
By Dean WestoverWhen determining agency technology needs--in particular, for software solutions--the tendency is often to seek customized, comprehensive, cutting-edge solutions for specific needs. Technology advances have opened ...
February 03, 2006
Conseco Chooses Technology PartnerA Midwestern insurer is adopting a new sales support system.Conseco Insurance Group, a unit of Conseco Inc., Carmel, Ind., has licensed the NaviSys Front Office ...
February 03, 2006
Conseco Chooses Technology PartnerA Midwestern insurer is adopting a new sales support system.Conseco Insurance Group, a unit of Conseco Inc., Carmel, Ind., has licensed the NaviSys Front Office ...
February 01, 2006
Five Building BlocksYou know that if you want to build a truly great practice, you've got to give clients what they want most--an exceptional level of service...
January 15, 2006
Industry Awakened To Technology Realities In 2006Change is not a surprising thing in the world of technology (in fact, it is what we expect), but the really big surprise in 2006 ...
January 01, 2006
Technical AnalysisInvestments in technology to empower reps at their desks, or virtually anywhere, is a common theme that ties into all aspects of the independent broker/dealer...
December 06, 2005
DTCC To Use Finetre TechnologyThe Depository Trust & Clearing Corp. has agreed to build AnnuityNet and LifeNet technology into its own InsurExpress system.[@@]The DTCC, New York, is a ...
December 01, 2005
THE GLUCK REPORT, Part I: The Big Three's Tech Plans for 2006Fidelity's RIA division just moved to a .NET platform, Schwab is adding a tool to search an inventory of 15,000 fixed-income securities from more than...