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WEALTHTECH INSIDER: Most Advisors Have A Swivel Chair Problem

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Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.

Advisor Tech Talk (Week of 5/13/24)

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

The Week in Digital Wealth (4/8/24)

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Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

MARTECH MINUTES: Tips for ‘Vetting’ an Advisor Communications Solution

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A communications strategy has become crucial to modern business operations in the finance industry to streamline communications and campaigns, automate repetitive tasks, and make data-driven decisions.

MARTECH MINUTES: How to Build a Case for an Enterprise Marketing Communications Solution

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Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating fascinating written text.

MARTECH MINUTES: 7 Signs It’s Time to Replace Your Marketing Technology

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Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

MARTECH MINUTES: Elevating Advisor Marketing Using MarTech Integrations

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The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.

MARTECH MINUTES: 7 Tips for Selecting Finance MarTech

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MarTech empowers businesses to streamline marketing campaigns, automate repetitive tasks, and make data-driven decisions. But how do you select the right marketing technology for your organization?

BACK OFFICE HEROES: Technology Partner Integrations – What Organizations Should Consider

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With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.

Publisher Notes For 9/6/23

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Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!