Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
IDC: More Banks Adopt Cloud Computing
By Staff WriterMore than a 25% of U.S. banks now use shared, Web-based technology to provide on-demand access to financial information and services.
July 28, 2010
Keith Raymond joins Futurity First as vice president of information technologyFuturity First Insurance Group, Rock Hill, Conn., has announced the appointment of Keith Raymond as Vice President, Information Technology.
July 27, 2010
Keith Raymond joins Futurity First as vice president of information technologyFuturity First Insurance Group, Rock Hill, Conn., has announced the appointment of Keith Raymond as Vice President, Information Technology.
July 25, 2010
ByAllAccounts Survey: Account Aggregation Important for Small Advisor FirmsA ByAllAccounts survey of advisors conducted in June showed that financial account aggregation was used, daily in many cases, in small firms to populate their technology solutions.
July 01, 2010
The Technology Coach: It's Mid-Summer Technology Review TimeAh, summer! For all of us, now is the time to take a step back and enjoy a well-deserved break. For advisors, however, the slightly-less...
June 15, 2010
Communicating comfortably: How to talk to referralsIf prospects don't feel comfortable with us, and don't think we're sincere, they won't care what impressive facts and technology we use to wow them.
June 14, 2010
For Pershing's Kumar, Mobile Apps Are the Future Now for AdvisorsWhen Pershing's chief information officer, Suresh Kumar, talks about Pershing LLC's NetX360 platform that just celebrated its one-year anniversary, he's understandably excited about the 70% adoption rate of NetX360.
June 14, 2010
On the Markets, You Gotta' Have PerspectiveAs Gilda Radner once said, "It's always something." As an independent RIA, I must concur, especially with the choppy markets of the past decade. Since...