Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Goldman Sachs Said to Explore Starting Bitcoin Trading Venture
By Dakin CampbellThe New York-based bank is in talks with cryptocurrency experts but hasnt yet formulated a business plan, a source said.
September 25, 2017
Navigating Digital Advice: A Four-Step RoadmapFidelity believes the following four steps provide a roadmap to consider when integrating digital advice into your firm.
September 22, 2017
Taking a ‘Textbook’ Approach to TechIn 2013, Weston Financial had reached a stalemate. The technology platform Weston had been using which was not robust enough to carry Weston forward was being decommissioned by the vendor.
September 20, 2017
Automate Advice, Not the AdvisorHanding off low-value clients to a robo-advisor is a mistake. The smart advisor will use AI but keep every client very close.
September 20, 2017
Building a Next-Generation Technology TAMP in ChicagoAfter its recent acquisition of Salentica, the Canadian-based CRM overlay for Microsoft Dynamics CRM that many large RIAs use to power their back offices, SS&C has invested aggressively to pivot the system to the Salesforce platform.
September 14, 2017
In Asia, Fintech Not a Challenger to Banks: LexisNexisThe Asia-Pacific region has made itself a fintech leader, but established banks there are unlikely to be replaced anytime soon, according to LexisNexis Risk Solutions.
September 14, 2017
3 Possible Worms in the Fintech AppleFrank Pasquale told senators the new world will need roughly the same kinds of rules as the old world.
September 13, 2017
Fintech Is a Tool, Not an Obstacle, in Client ServiceIn the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan, Celent writes.