Marketing Technology

Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.

How to Fix Holes in Your Digital Marketing and Do SEO the Right Way

June 20, 2024

How to Fix Holes in Your Digital Marketing and Do SEO the Right Way
FINRA Slaps Rep for Texts, LinkedIn Messages

June 13, 2024

FINRA Slaps Rep for Texts, LinkedIn Messages
16 Biggest Fines in SEC's Texting Crackdown

June 12, 2024

16 Biggest Fines in SEC's Texting Crackdown
Snappy Kraken Unveils Marketing Hub for Growth-Focused Advisors

June 11, 2024

Snappy Kraken Unveils Marketing Hub for Growth-Focused Advisors
Hearsay Sold to Yext for More Than $125M

June 11, 2024

Hearsay Sold to Yext for More Than $125M
Meta's WhatsApp Is Adding a New AI Assistant for Businesses

June 06, 2024

Meta's WhatsApp Is Adding a New AI Assistant for Businesses
The 4 Client Segments Driving Advisors' Future Growth

June 03, 2024

The 4 Client Segments Driving Advisors' Future Growth