Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Integration Key to Battling Advice Commoditization
By Bill CragerDigital advice solutions have made investment selection and portfolio construction more of a commodity than a differentiator.
February 28, 2017
JPMorgan Software Does in Seconds What Took Lawyers 360,000 HoursA learning machine is parsing financial deals that once kept legal teams busy for thousands of hours. And that's just the start for JPMorgan.
February 27, 2017
How Cutting Costs Hurts TechnologyToo often, price becomes too big a factor when evaluating new technology purchases.
February 24, 2017
SS&C, Jemstep Announce New Partnerships: Tech RoundupSS&C Technologies has partnered with Aon Insurance Managers to launch a joint platform that will simplify insurance-linked securities valuation.
February 22, 2017
Blockchain Group Anticipates Wider Adoption in 3-5 YearsFinancial firms will increasingly adopt blockchain technology in the post-trade space over the next three to five years, according to a survey.
February 21, 2017
Fintech Innovation Picks Up the PaceIf you want to know the state of affairs in advisor technology, be sure to make the annual trek to Joel Bruckensteins Technology Tools for Today (T3) conference.
February 15, 2017
eMoney Advisor Unveils Virtual Reality, Optimized Marketing ToolsEMoney debuted a virtual simulation at T3 conference on Wednesday that helps advisors explain how they will interact with clients and the eMoney platform.
February 10, 2017
In the Eye of the Perfect Storm, the Future Is FormsIf the financial advisory industry had the equivalent of meteorologists, they would be ringing alarm bells.