Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
For Cambridge Investment Research, Technology Is Center Stage
By John SullivanIf youre looking for the perfect technology coming-of-age story (and who isnt?), Cambridge Investment Research just might have it.
January 14, 2013
Why higher touch service creates “stickier” customer relationshipsThese three principles can help drive a more personal relationship with customers.
January 14, 2013
Canadians optimistic about workplace investmentAlmost half of the Canadian workforce expects employee training and development programs to be offered this year.
January 08, 2013
Kitces on Top 3 Topics for Advisors in 2013—Topic 2: TabletsMany advisors already have tablets, but as prices decline and more clients get the devices, and as advisor-specific applications are introduced, advisors will face a new challenge.
January 03, 2013
3 ways technology will change the way we do business in 2013The way we use tablet and smartphone technology continues to evolve and that's a good thing.
January 02, 2013
3 ways technology will change the way we do business in 2013The way we use tablet and smartphone technology continues to evolve and that's a good thing.
December 28, 2012
Raymond James Rolls Out Mobile App, New Websites for ClientsThe firm says it will launch more IT improvements for financial advisors and clients in the coming 12-18 months.
December 26, 2012
Boomers on technology: Are advisors keeping up?LifeHealthPro.com editors spoke with boomers to find out if their advisor is using new technology to communicate.