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 Staff WriterPlanners oJeffrey H. Massey, Massey & Associates, Inc., [email protected] oJoel A. Larsen, Larsen Financial Strategies Group of Wachovia Securities,[email protected]; TDD phone: 707-422-1762 oLee Kramer, Kramer Financial Inc., [email protected] Technology oDarren...
November 04, 2003
Fund in Focus: Amerindo Technology FundAlberto Vilar, manager since October 1996 S&P
November 03, 2003
Milliman Acquires Focus Solutions, Forms Tech UnitNU Online News Service, Nov. 3, 2003, 3:48 p.m. EST -- Milliman USA, Seattle, an actuarial consulting firm, has acquired Focus Solutions Inc., Fort ...
November 01, 2003
New Kids In TownWhen it comes to portfolio management and performance reporting, many independent advisors can only wish for new choices. Now, they are getting their wish. Over...
October 30, 2003
Getting To An Untapped Gold Mine: Your Customer BaseGetting To An Untapped Gold Mine: Your Customer BaseByIn the past, most insurance company information technology systems have not been designed to correlate and provide ...
October 30, 2003
Printers, Multifunctional Devices Keep Up With Technology ChangesByEvery year, organizations use the latest technology to design newer versions of printers and multifunctional devices so that they remain relevant to the industries they ...
October 30, 2003
Personalized Print And Digital Marketing Yield Savings For Agencies, InsurersPersonalized Print And Digital Marketing Yield Savings For Agencies, InsurersByCutting costs, personalizing communications, saving time and reducing errors sound like answers to the problems a ...
October 30, 2003
Speech Recognition Technology Offers Customers Self-ServiceSpeech Recognition Technology Offers Customers Self-ServiceByPicture an insurance agent riding in a car on the way from the office to a social engagement. The agents ...