Using Technology to Boost Sales

Baker, Gary
April 2003
Advisor Today;Apr2003, Vol. 98 Issue 4, p44
Trade Publication
Reports on the use of technology by U.S. financial advisors to boost their presence in the middle market. Business opportunities in the middle market; Tools and support sites available on the Internet; Development of an effective Web sites for financial advisors.


Related Articles

  • High-tech dominates the news. Klein, Ed // Fairfield County Business Journal;7/1/2002, Vol. 41 Issue 26, p31 

    Reports developments related to technologies in the U.S. as of July 2002. Enhancement of browsing activities of Internet by Arter Group Inc.; Nomination of Pepper and Rogers Group for the 2002 One-to-One Innovators Awards; Launch of Healthcare Financial Services by GE Capital.

  • In with the New, Out with the Old. Dixon, Mary // Community Banker;Jan2000, Vol. 9 Issue 1, p8 

    Focuses on the changes in the financial services industry in the United States. Replacement of the Glass-Steagall Act with the Gramm-Leach-Bliley Act; Emergence of information technology planning; Existence of Internet banking.

  • Do You Need an IT Consultant . . . or a Different One? Friedman, Gregory // Journal of Financial Planning;Mar2004, Vol. 17 Issue 3, p28 

    This article focuses on the role of IT consultants in the effective implementation of both hardware and software solutions for financial planning firms. The benefits of having an effective IT consultant can be substantial. A consultant can save a substantial amount of time for the principal...

  • Financial Adviser Evolving in On-Line World. Ferguson, Marc // American Banker;9/28/1998, Vol. 163 Issue 183, p27 

    Looks at the competitive nature of the Internet, focusing on its use among financial advisers. Predictions made in connection with householders' used of on-line financial services by 2003; Cost associated with upgrading financial systems; Comments on consumers demand for on-line access to their...

  • Abcde-finance. Classe, Alison // Accountancy;Sep2000, Vol. 126 Issue 1285, p56 

    Finance is a tricky term to define even without the confusing prefix "e". But, electronic-finance is here, and there is no escaping it, so one may as well have a stab at figuring out what it means. In a recent survey of 157 senior finance personnel, about a third of those questioned thought they...

  • News service starts Callan's entry into e-consulting arena. Barreto, Susan // Pensions & Investments;5/15/2000, Vol. 28 Issue 10, p53 

    Focuses on San Francisco, California-based Callan Associates Inc.'s foray into the Web-based financial consulting business. Formation of electronic consultants; Development of a money manager news service; Proposal to create an online version of its money manager.

  • The New Order.  // Advisor Today;Dec2001, Vol. 96 Issue 12, p110 

    Suggests the need for financial professionals to help clients define and achieve their financial goals in the aftermath of the September 11, 2001 terrorist attacks on the United States. How the attacks changed the way of life of citizens; Benefits provided by technology; Role of financial advisors.

  • Deloitte Consulting signs integration deal with FTI. Dabaie, Michael; Stirland, Sarah; Forman, Michael; Burger, Andrew // Securities Industry News;07/12/99, Vol. 11 Issue 27, p10 

    Reports on Deloitte Consulting's agreement to become the preferred provider of application integration services for Financial Technology International, a vendor of financial services software in New York City.

  • The age of the digital natives and techno immigrants. MCKENNA, IAN // Mortgage Strategy;3/4/2013, p28 

    The author encourages mortgage advisers to embrace and adapt to working methods to get the best out of technology while leveraging their own personalized additional value on top of that. He thinks that as technology gets cleverer, advisers need to be moving on at the same time. He also think...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics