Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisors not ‘walking the talk’ on client service
By Danielle AndrusTechnology is helping and hindering client service efforts.
February 18, 2014
3 Keys to Sustainable Growth for Advisory Firms: What FA Insight's Data RevealsGrowth Is good, but good growth is better. Here's what we've learned from our research on how the best advisory firms grow.
February 14, 2014
Pershing’s NetXInvestor: Portal for Multiple Generations of ClientsBuilt from the ground up, platform offers customization and advisor control to meet differing needs of clients of all ages.
February 14, 2014
A buyer’s checklist of technology essentialsCertain IT solutions used by life insurance manufacturers and others engaged in product distribution are mission-critical.
February 14, 2014
Digital daysWhat if insurers created their own type of Facebook "Look Back" videos to promote themselves?
February 12, 2014
‘Latest and Greatest’ Tech Not Always Best for RIAsWhat separates high-performing RIA firms from their competition? One factor: their technology use but not in the way you might think.
February 07, 2014
CGI’s PPACA rebound sees new US dealsThe dismissed HealthCare.gov contractor has bids in for about $1.3 billion in potential U.S. government business.
January 27, 2014
Computer Viruses—They Happen to Me, Too!Recently, I was reminded that if I dont follow my own advice and best practices, computer issues will happen to me, too.