Picking the right marketing software isn’t easy: It takes time to vet, takes time to set up, and it takes time to figure out how it works with other software. Each piece of software you own requires knowledge, and time to execute…and as you add MORE software the web becomes more complex.
Those who understand how to use technology in the financial world have a BIG advantage over those who don’t.
Watch John Capuano’s latest video on marketing technology and why it’s so important to ensure it all works together!
Do You Understand Your Marketing Tech?We work with some of the most successful financial advisory firms and institutions in the country, and they are often similarly frustrated when it comes to understanding and managing their MarTech. What’s MarTech, you say? It’s the application and integration of your digital/technical/software platforms for all marketing (CRM, Email, Data Aggregation, Lead Funnel, etc.).
Picking the right marketing software isn’t easy…it takes time to vet, takes time to set up, and it takes time to figure out how it works with other software.
Easier said than done.