Remove blog website-marketing-message-target-niche-client-prospects-unique-value-proposition
article thumbnail

The Latest In Financial #AdvisorTech (November 2022)

CFO News Room

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Orion’s Redtail launches “Redtail Campaigns” in partnership with Snappy Kraken to facilitate CRM-based drip marketing emails.

article thumbnail

The Latest In Financial #AdvisorTech (December 2022)

CFO News Room

InvestCloud launches a new Advisor Connect solution that will allow larger advisor enterprises to embed an advisor-matching system into their own websites (presuming that the enterprise has a steady supply of prospects to go through the matching process!?).

Planning 130