Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
A Change Management Team Might Consist Of
By Staff Writer:Business managers, who determine the business objectives and ensure that the team never loses focus on the stated objectives, avoiding the pitfalls of being sidetracked ...
August 11, 2002
Why Do We Put Up With The Bugs In Software?Why Do We Put Up WithThe Bugs In Software?Theres a great scene in "The Wizard of Oz" in which the much feared and revered Wizard ...
August 02, 2002
Bank Of NY Agrees To Acquire EMATNU Online News Service, Aug. 2, 12:07 p.m. -- The Bank of New York Company Inc., New York, says it has agreed to acquire ...
August 01, 2002
Uphill ClimbAmid today's challenging market conditions, using the proper technology, especicially the right portfolio management software (PMS), can make a difference in your clients' bottom lines,...
July 30, 2002
SouthTrust Picks AnnuityNet TechnologyNU Online News Service, July 30, 2:22 p.m. -- Fiserv Securities Inc., Brookfield, Wis., a unit of Fiserv Inc., has agreed to use Web-based ...
July 29, 2002
RightNow Gets American Medical ContractNU Online News Service, July 29, 10:23 a.m. -- RightNow Technologies Inc., Bozeman, Mont., has won a contract to provide customer-service software for American ...
July 23, 2002
Account Aggregation Faces Consumer IndifferenceNU Online News Service, July 23, 6:44 p.m. -- Bank customers may yawn at the idea of account aggregation, but aggregation can lead to ...
July 21, 2002
Standard Register Agrees To Acquire InSystems TechnologiesStandard Register Agrees To Acquire InSystems TechnologiesIn a sweeping move to become a player in the insurance technology space, Standard Register announced that it will ...