Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Technology that helps close the sale
By Andy StonehouseWhile the classic image of the hard-working salesman pounding the pavement and pumping fists to close the deal still holds some truth - one does have to get out and press the flesh to build rapport with prospects and maintain your client base - in
October 09, 2007
GHI To Use EHealth TechnologyAn East Coast health insurer has gone West to find a Web sales system.Group Health Inc., New York, will be using the health insurance shopping ...
September 30, 2007
Back Up Worksite Technology With Exceptional Customer ServiceAs voluntary worksite products become increasingly complex and comprehensive, technology has become essential to selling these benefits to employers. Technology is only meaningful for your ...
September 07, 2007
A Brave Nanotech WorldThis broadly defined emerging technology essentially relates to the control of matter on a molecular level where the rules of quantum physics reign. Increasingly, scientists and researchers are creating and using devices and materials that are too small to even be seen by high-powered microscopes--consider that one nanometer represents one...
September 04, 2007
FINEOS To Introduce Dental SystemAn Irish software company is trying to take a bite out of the U.S. ancillary products technology market.FINEOS Corp., Dublin, says it will launch its ...
September 01, 2007
The Virtual Face to FaceDina Trebbe doesn't need convincing on how Web conferencing has improved her firm's relationship with its clients and investment advisors. "It's a wonderful tool," says...
September 01, 2007
Ten Tech Tools You Can UseThink about it: Labor prices only go up, while technology prices drop over time. Which do you want to pursue as a first line of...
July 24, 2007
Pershing Adds Trading TechnologyBroker/dealers and RIA firms that clear through or custody assets with Pershing will have additional trading tools at their disposal with the addition of Neovest, Inc.'s capabilities to Pershing's trading services.