Marketing Technology

Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.

Snappy Kraken Launches Enterprise Marketing Hub, Updates Campaigns App

February 11, 2025

Snappy Kraken Launches Enterprise Marketing Hub, Updates Campaigns App
Wealthcare Adopts RISR Platform to Serve Small-Business Owner Clients

February 07, 2025

Wealthcare Adopts RISR Platform to Serve Small-Business Owner Clients
Docupace Promotes Elizabeth Pavlik to New Chief Product Officer Role

January 28, 2025

Docupace Promotes Elizabeth Pavlik to New Chief Product Officer Role
Orion Bolsters Real-Time Data Sharing on the Cloud

January 27, 2025

Orion Bolsters Real-Time Data Sharing on the Cloud
Navigating the GenAI Revolution

January 25, 2025

Navigating the GenAI Revolution
3 Ways to Store and Use Client Data

January 23, 2025

3 Ways to Store and Use Client Data
LPL Launches Digital Marketing Platform

January 21, 2025

LPL Launches Digital Marketing Platform