Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How Raymond James Is Putting AI Into Practice
By Jane Wollman Rusoff Jane Wollman RusoffThe tools can predict client needs and suggest action steps for advisors across their entire books of businesses, says executive David Lillis.
March 30, 2023
BofA's Planning Tool Hits Milestone: Tech RoundupIn addition, Snappy Kraken has launched its Freedom360 marketing program for financial advisors.
March 30, 2023
8 Predictions for Advisors in 2023: Schwab PanelIndustry VIPs, including Bernie Clark, weigh in on what lies ahead and how RIAs can best tap into the industry's growth trends.
March 27, 2023
Scripted Sales Training Is Over. Here's What Advisors Need Instead.Advisors who want to take advantage of changing investor expectations must work on their soft skills.
March 22, 2023
8 Steps Advisors Can Take to Improve the Client ExperienceSmart tech investments should be at the top of advisors' agendas, Schwab's Jalina Kerr says.
March 16, 2023
Envestnet Makes MoneyGuide Enhancements: Tech RoundupAlso, Snappy Kraken plans to host its second Jolt! advisor marketing conference in May.
March 07, 2023
FMG Uses OpenAI, Vestorly in New Content Engine for AdvisorsThe personalization engine uses AI to create content tailored to advisors' unique writing styles, FMG says.
February 21, 2023
Raymond James Adds Instagram to Advisor Marketing ProgramThe firm plans a focused launch of YouTube and Spotify podcasting in the coming months, it said.