Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
7 Client-Experience Lessons Top Advisors Learned in the Pandemic
By Jeff BermanAdvisors from Edward Jones, Merrill Lynch, Morgan Stanley, Northwestern Mutual and UBS share some tips for navigating a crisis.
May 20, 2021
Video Broke Through the Noise for Advisors in 2020: Hearsay SystemsMore than half of Hearsay's customers published over 247,000 videos on its platform last year, a new study finds.
April 30, 2021
Samantha Russell: Don't Become the Next BlockbusterThe digital marketing expert warns advisors not to build for the future by focusing on what's worked in the past.
April 22, 2021
Investing Has Gone Digital; Financial Planning Must Catch UpWhile the barriers to investing have never been lower, financial planning can be harder to come by for the average American.
April 22, 2021
Turn Off the Camera, Pick Up the PhoneThese two communication changes can create striking improvements in your firm's virtual office culture.
April 22, 2021
Life Agents May Face New Login Processes: IRI ConferenceNovarica's CEO says criminals are already using data from P&C agent portals to steal identities.
April 16, 2021
Orion Closes HiddenLevers Deal: Tech RoundupAlso, Envestnet appointed Chris Shutler as head of market intelligence.
April 15, 2021
12 Worst States for Working From HomeWalletHub compared states on metrics like power costs, home size and even swimming pool availability.