Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
2 Pitfalls to Avoid, 7 Tips to Optimize Your Tech Solutions
By James CappsDo a full ROI analysis before you decide on new technology, but the after-purchase steps are just as important.
October 06, 2016
Technology automates communication with clients, prospectsLeveraging technology to automate certain processes can allow employees to better focus their efforts on client service.
October 06, 2016
Technology automates communication with clients, prospectsLeveraging technology to automate certain processes can allow employees to better focus their efforts on client service.
October 06, 2016
Fighting against technology is a losing battleA hybrid approach that includes the benefits of robo-capabilities with the care and concern of a human advisor is a winning combination.
October 06, 2016
Fighting against technology is a losing battleA hybrid approach that includes the benefits of robo-capabilities with the care and concern of a human advisor is a winning combination.
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.