Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
InsureConnect Adopts Microsoft Contact Technology
By Staff WriterA company that sells systems for selling health insurance through the Web is building a popular communications tool into its product.Connecture Inc., Atlanta, says it ...
May 23, 2007
Pennsylvania Plans Adopt Personal Health Record TechnologyThe Pittsburgh and Camp Hill, Pa., Blue Cross and Blue Shield units of Highmark Inc. are introducing a Web-based personal health record system.The password-protected PHR ...
May 23, 2007
Pennsylvania Plans Adopt Personal Health Record TechnologyThe Pittsburgh and Camp Hill, Pa., Blue Cross and Blue Shield units of Highmark Inc. are introducing a Web-based personal health record system.The password-protected PHR ...
May 20, 2007
Turning Carrier-Provided Training Into Profitable Sales PracticesWe've all been there before: interminable seminars in stuffy chain-hotel conference rooms; the inevitable chair slump as Slide 78 paints a fuzzy message of virtuous ...
May 20, 2007
Turning Carrier-Provided Training Into Profitable Sales PracticesWe've all been there before: interminable seminars in stuffy chain-hotel conference rooms; the inevitable chair slump as Slide 78 paints a fuzzy message of virtuous ...
May 12, 2007
Schwab Cuts PortfolioCenter Prices for Smaller Firms, Adds Service LevelSchwab Performance Technologies, the portfolio management software subsidiary of the Charles Schwab Company, announced a new version of its PortfolioCenter designed for RIA firms with 50 or fewer clients, called PortfolioCenter Emerging Practice, with a smaller pricetag than the full-blown software.
May 09, 2007
Tech Alliances: Nexaweb, AflacAflac Japan is using services from a unit of Nexaweb Technologies Inc. to make several different computer systems available through a single Web interface.Nexaweb, Burlington, ...
May 01, 2007
What's VoIP, Anyway?VoIP, or Voice over Internet Protocol, allows people to make telephone calls by breaking voice data into digital packets which can be sent over the...