The Benefits of Integrated Technology for Financial Advisors

The evolution of technology has made it possible for independent financial advisors to compete with large houses, but no matter the size of your operation, you’ll need to keep up with technology to improve. Understanding the benefits of the technology available will help you embrace innovation whether you’re an independent broker-dealer or part of a larger house. “If you don’t adapt, you’re gone,” says Jason Lara, director of sales and strategy at Ebix. Here are some of the benefits of having centralized, integrated technology at your organization. Improved Communication Whether it’s inside the office or directly with clients, communication can improve remarkably with integrated technology. “Intra-office communication is a big piece,” Lara says. “The ability for advisors, assistants and managers to access data on the fly and communicate wherever and whenever you need keeps everyone on the same page.” Integrated technology makes it possible for everyone to stay in touch …

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5 Ways To Defeat Marketing Challenges In The Insurance World Today

5 Ways To Defeat Marketing Challenges In The Insurance World Today

With a fast changing world, regulatory developments that never seem to end and interest rate risks, the insurance industry is facing enough challenges – Marketing shouldn’t be one of them. Some insurance marketing experts argue that 2015 was the year we all became marketers. So as the role of marketer continues to expand, let’s lay out 5 ways to come to grips with the marketing challenges vexing the insurance world today.  1. Embrace the new and let go of the old.  It’s the age of the Millennial and adapting to technology is no longer optional. If you want to remain relevant you need to have a strong online presence. Research shows that in addition to your website 84% of people expect your business to be on Facebook (95% of Millennials have this expectation). Your clients assume their online experience mirrors the offline experience, so ensuring their online experience is positive is …

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