Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisors Are Making a Big Social Media Mistake
By Ginger SzalaWhat advisors and corporate marketing teams push may not be what clients and followers engage with most, a Hearsay study finds.
April 25, 2018
Asset Managers Prioritize Digital Transformation but Face Internal ObstaclesYet big asset managers want fintech firms to lead the way on new technologies, a survey shows.
April 25, 2018
Revamped Foundation Pushes Open-Source Collaboration in FinanceA non-profit is helping the financial services industry help itself advance its technology
April 19, 2018
United Capital Delivers a Richer Digital Client ExperienceUnder the new client experience system, firms no longer need to transition their client data to a new CRM.
April 19, 2018
Raymond James Longevity Planning Resources: Good for Clients, Great for AdvisorsSuite of tools provides much-needed solutions for clients while helping advisors grow their business and justify their fees.
April 18, 2018
Snappy Kraken Aims to Change Bad Advisor-Video RelationshipThe advisor marketing firm's strategy: create professional, affordable video for advisors to use.
April 10, 2018
Software Firm Seeks Tablet Banking Users, Doesn't Find ManyResearch finds tablets are rarely used for mobile banking. If they are used, it's probably an iPad.
April 06, 2018
Technology Can Either Be a Solution or Obstacle to Advisor GrowthTechnology can free advisors to grow their business, but adoption doesn't always go smoothly.