Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Envestnet | Yodlee's AI Firm Purchase Is a 'Strategic Move': Tech Insider
By Janet LevauxThe technology lets financial firms work with clients through Amazon Alexa, Google Assistant, SMS and Facebook Messenger.
January 21, 2019
Could Cyberterrorism Cause Market Mayhem?Entreda CEO Sid Yenamandra breaks down the complex issues of cybersecurity and cyberterrorism in the first of three interviews.
January 16, 2019
Fiserv to Buy First Data for $22B, Forming Payments GiantThe deal, one of the biggest financial mergers in a decade, will create the world's largest payment processor amid a wave of consolidation in that industry, which faces threats from startups like Square.
January 16, 2019
Here's What AI Can Do for AdvisorsAI can help advisors work smarter and provide more value to clients, but it isn't the answer to every problem.
January 16, 2019
Podcasts: An Untapped Marketing OpportunityPodcasts are an effective way to spread your brand across the world but are underutilized in financial advising.
January 14, 2019
Envestnet Says Yodlee CEO to DepartEnvestnet says Yodlee's sales have nearly doubled since it purchased the firm.
January 10, 2019
Warning to Advisors: Your Clients Don't Always Listen to YouHartford survey finds communication disconnects (e.g., on bear markets) between advisors and clients.
January 10, 2019
Advisors Must Embrace Tech to Keep Competitors at Bay: CFP BoardDigital Advice Working Group offers advisors three pieces of digital advice as they head into the new year.