Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Should Legacy Systems Stay Or Should They Go?
By Michel ChiassonAsk any CIO: One of insurance information technology's biggest headaches revolves around how to keep up with a technology market that is evolving at a ...
September 01, 2006
Going MobileJust as any fashion starts to look old after a season, so, too, does technology. Moreover, those early-adopter advisors who rejoice while playing with the...
August 28, 2006
Activa Goes With Benefit InformaticsA Midwestern benefit plan administrator has selected a technology partner.Activa Benefit Services Inc., Grand Rapids, Mich., has agreed to use systems from Benefit Informatics Inc., ...
August 13, 2006
Understanding ChangeWhen traveling cross-country by car I like to stop for meals (particularly breakfast) at Cracker Barrel restaurants. I like the food, the service is fast ...
August 10, 2006
Benefits Software Firm To Resell Consumer Support ToolsBenefit Concepts Inc. has agreed to package technology from Enwisen Inc. with its own AvantServe benefits administration system.Benefit Concepts, East Providence, R.I., is adopting the ...
August 01, 2006
Ten Tech Tools to Boost Your ProductivityWhen we think of technology for financial advisors, we usually think of wirehouse or broker-dealer platforms attempting to integrate financial planning, portfolio accounting and customer...
July 30, 2006
Company To Focus On Worksite Benefits ToolsMichael Slade has given his company a new name.Slade, a longtime voluntary benefit sales specialist, says the company now will operate as NaviTech Inc., rather ...