Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
FINRA Offers New WebCRD Feature
By Melanie WaddellNew functionality allows queries on reps' information to be viewed in a single-page format; more updates to come.
January 24, 2019
Envestnet | Yodlee's AI Firm Purchase Is a 'Strategic Move': Tech InsiderThe technology lets financial firms work with clients through Amazon Alexa, Google Assistant, SMS and Facebook Messenger.
January 23, 2019
Hearsay Adds Instagram to Platform for AdvisorsThe tech firm will review, track and store Instagram content for financial firms, as it does now for content posted on Facebook, Twitter and LinkedIn.
January 22, 2019
Payment Tech Supported by Kitces Raises $2M OnlineThe funds raised via crowdfunding will help AdvicePay launch an enterprise version of its technology, which can be used by investor clients to pay advisors directly from checking accounts and by credit card.
January 21, 2019
Could Cyberterrorism Cause Market Mayhem?Entreda CEO Sid Yenamandra breaks down the complex issues of cybersecurity and cyberterrorism in the first of three interviews.
January 16, 2019
Fiserv to Buy First Data for $22B, Forming Payments GiantThe deal, one of the biggest financial mergers in a decade, will create the world's largest payment processor amid a wave of consolidation in that industry, which faces threats from startups like Square.
January 16, 2019
Here's What AI Can Do for AdvisorsAI can help advisors work smarter and provide more value to clients, but it isn't the answer to every problem.
January 16, 2019
Podcasts: An Untapped Marketing OpportunityPodcasts are an effective way to spread your brand across the world but are underutilized in financial advising.