Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to Offer a ‘Mind-Blowing’ Client Experience
By Ellen UzelacSuccessful advisors increasingly take a highly personalized approach.
January 09, 2014
'Jeopardy!' champ Watson to advise clientsClients at DBS Group Holdings will get investing assistance from Watson, the IBM computer that beat human Jeopardy! contestants.
December 24, 2013
An Old(er) Piece of Software That's Producing New DividendsThe Pro version of Adobe Acrobat allows me to communicate more efficiently with clients, while saving me time and trouble.
December 23, 2013
Will Google make LTC devices?Andy Rubin, the manager of the Android mobile operating system team, is running the robotics division.
December 23, 2013
Will Google make LTC devices?Andy Rubin, the manager of the Android mobile operating system team, is running the robotics division.
December 20, 2013
How to meet your clients' needs in 2014What do your clients really want? Genuine information and great customer service.
December 20, 2013
How to meet your clients' needs in 2014What do your clients really want? Genuine information and great customer service.
December 20, 2013
2014 Tech Goal: Go Where Your Clients AreStuart DePina, Neal Ringquist and Doug Besso talk about the state of advisor technology and how tech tools can help RIAs thrive.