Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Redtail Ditches 'One-Star' App for New Mobile Experience
By Emily ZulzFor many years, Redtail Technology focused on having a responsive website rather than focusing on its mobile app, and as a result the app suffered.
May 30, 2017
How Automated Omni-Channel Marketing Is Reshaping Client ExperienceMost advisors are too busy to give their marketing the time and attention it requires.
May 26, 2017
Nasdaq, Citi Launch Blockchain Payments System: Tech RoundupNasdaq and Citi announced on Monday that they have collaborated to launch a blockchain-based payment system that facilitates straight-through payment processing and reconciliation.
May 22, 2017
How Advisors Can Increase Client Referrals With Digital InfrastructureFrom the advent and coming-of-age of robo-advisors to preparing for the ever-impending Department of Labor fiduciary rule, its been a tough few years for independent advisors.
May 16, 2017
Technology Does More Than Simplify Your Business--It Helps You Work SmarterSee how firms working with Fidelity use technology to create scale, increase efficiency and grow their businesses
May 16, 2017
When Advisors Become Technology DevelopersListening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need, says SS&C Advent's Dave Welling.
May 11, 2017
Wells Fargo Doubles Cost Slashing as Scandal Spurs Tech PushBank says it will eliminate $4 billion of expenses by 2019; management abandons longstanding target for efficiency ratio.
May 10, 2017
Tamarac Is Fixing Advisors' Software Pet PeevesEnvestnet | Tamarac is working hard to reduce the number of clicks it takes to get something done, Chief Technology Officer Brandon Rembe said.