Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Industry Awakened To Technology Realities In 2006
By Ara C. TremblyChange is not a surprising thing in the world of technology (in fact, it is what we expect), but the really big surprise in 2006 ...
December 01, 2005
THE GLUCK REPORT, Part I: The Big Three's Tech Plans for 2006Fidelity's RIA division just moved to a .NET platform, Schwab is adding a tool to search an inventory of 15,000 fixed-income securities from more than...
November 14, 2005
TT Signs Software Pact; Faces Objection in Refco AffairCHICAGO (HedgeWorld.com)--Trading Technologies International Inc. announced an agreement with Portware LLC, New York, to integrate their respective trading software systems, the Portware Professional and TT's professional trading platform, in a way that could be valuable to hedge-fund clients. Company officials on both sides expressed confidence that the integration will create...
October 26, 2005
Consumerism Is A Dangerous PathTechnology innovation must not be moved offshoreBy ara c. tremblyH.G. Wells' classic novel "The Time Machine" depicts a distant future in which England's industrialized ...
October 26, 2005
Service-Oriented Architecture Helps Carriers Maimize Software ReuseTechnology makes the most of existing legacy systemsThe insurance industry has faced fundamental changes in the last few years. With the passage of the ...
October 26, 2005
Software Technology Boosts Sales And Illustration ProcessesProducts promote efficiency, shorten sales cyclesIn a market that is fiercely competitive, carriers, agents and brokers understandably look for any possible advantage in selling ...
October 19, 2005
Centralizing Client Data Pays DividendsInsurers are drowning in customer information, but coordination can be trickyIt is no secret that customers are an insurance company's most valuable asset and ...
October 19, 2005
Document Composition Software Puts Insurers, Agents, Clients On Same PageGo page 40 with Technology banner, jump to one col. on page 42. File #L43customerservice. 143 lines. Pickup art from p. 15 of 10/31 ...