Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
CRM: Wanted Dead Or Alive
By Ara C. TremblyIn the early 2000s, the idea of customer relationship management technology took the insurance industry by storm, promising to identify a carrier's most profitable customers ...
November 07, 2007
Insurers Rush To License Katz Call Center TechnologyDozens of companies have agreed to pay royalties to a call center technology pioneer to resolve a dispute about patents.The list of companies that announced ...
November 07, 2007
Insurers Rush To License Katz Call Center TechnologyDozens of companies have agreed to pay royalties to a call center technology pioneer to resolve a dispute about patents.The list of companies that announced ...
November 01, 2007
Technology 2.0Once upon a time, long ago, technology stocks accounted for over one-third of the S&P 500's market capitalization. In just a few short years, the bursting of the Internet Bubble halved that amount. Even so, technology is still one of the largest sectors of the market--and also one of the...
November 01, 2007
Rainbow AdvisorsWe rarely bookend the magazine with the same news item or theme, but we are this month. I'm writing in this space about the PridePlanners...
October 25, 2007
Laserfiche Integrates With Junxure CRMLaserfiche, the electronic document management technology company, and CRM Software, the maker of the Junxure CRM software, announced Oct. 25 they have integrated their two applications, providing a means of improved efficiency to advisors by giving users of Junxure one-click access to Laserfiche documents.
October 23, 2007
Healthaxis To Use WorldDoc TechnologyA benefits administration technology firm has selected a personal health management services vendor.Healthaxis Inc., Irving, Texas, has agreed to incorporate the WorldDoc 24/7 health management ...
October 23, 2007
Healthaxis To Use WorldDoc TechnologyA benefits administration technology firm has selected a personal health management services vendor.Healthaxis Inc., Irving, Texas, has agreed to incorporate the WorldDoc 24/7 health management ...