Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Technology automates communication with clients, prospects
By Dan KleinLeveraging technology to automate certain processes can allow employees to better focus their efforts on client service.
October 06, 2016
How can the industry and technology work together?How can the industry start to view technology vendors as partners rather than a threat?
October 05, 2016
Why mobile insurance marketing is a mustHere's what four insurance technology pioneers said during the 2016 InsureTech Connect conference in Las Vegas about "fixing" the insurance industry's mobile problem.
October 04, 2016
Industry change: Impossible challenge or opportunity for success?Facing change within the industry may seem impossible, but committing to meeting the challenge might change your perspective.
October 03, 2016
Big Data, E-Advisors Driving Advisor Tech: BruckensteinAt the Junxure Advisor Conference, Joel Bruckenstein, publisher of Technology Tools for Today, gave advisors his outlook on the fintech industry.
September 29, 2016
As Cloud Technology Booms, Cybersecurity Often LagsEricssons Jason Boswell says there is a lack of transformation of policy keeping up with the pace of change of moving to the cloud.
September 29, 2016
Are Big Banks, Financial Firms Ahead of Fintech Startups?IBM research looks at which financial institutions are embracing blockchain technology and why.
September 28, 2016
Technology lowers costs and bends trendKeith Lemer of Wellnet Healthcare Plan discusses how data can be used to bring down the cost of health care.