By Teresa Leno, CEO and Founder of Fresh Finance
Once upon a winter season, in the land of Mar-Ke-Ting, marketers were busy penning their holiday wish lists. But unlike others who beg for the latest iPhone or those fluffy, warm socks with reindeer on them (come on, you know you love these), marketers have their eyes set on something else: shiny new Martech tools.
Yes, dear readers, wealth industry marketers only want Martech tools that reduce swivel chairs and time this holiday season! So, hang your stockings over the fireplace, heat that hot cocoa, and dive into the list of desired marketing tools that would make Rudolph’s nose shine brighter with envy!
- A Martech platform in a pear tree
Content creators and marketers also need a little holiday cheer! Fresh Finance provides articles, engagement analytics, social media management and integration, and email marketing, all wrapped neatly in a Christmas bow.
- Social media APIs
The first thing on the wish list is streamlining social media posts to LinkedIn and Facebook with direct APIs (Fresh Finance has these in case you didn’t get it). If your organization could stuff your advisors’ stockings with this little number, they’d be forever grateful.
- Intelligent Analytics
Fresh Finance’s analytics tool is perfect for gleaning insights on content interaction, conducting swift analyses of client interests, and even reporting to advisors. After all, who couldn’t use a little jingle bell boost to start conversations with clients.?
- Enterprise email distribution
Whether you want to send out a monthly newsletter or a series of informational emails, it’s time to deliver Fresh Finance’s versatile email marketing tool straight to your inbox. Enterprise email marketing with advisors’ DBAs, disclosures, and brand standards applied!
- UpContent (sprinkled with snowflakes)
This excellent third-party publishers’ content management platform is integrated within Fresh Finance and allows marketers to select articles relevant to their campaigns. Once reviewed and approved, the articles flow into your advisors’ portals with a click of a button. Your advisors enjoy faster social post selection and a streamlined posting experience.
- A content library under the Christmas Tree
Fresh Finance provides marketing teams with a centralized system of editable articles. Marketers can be superheroes by providing advisors with pre-approved articles and images to help their website’s search engine rankings. The more they post, the higher their site’s ranking in Google SERPs will rise—like a well-leavened panettone!
- Lest we not forget compliance
Everyone wants to be included in the holiday shenanigans, even compliance. Fresh Finance enables compliance analysts to review and approve content, view advisor portals to check identifying information and disclosures, and even view which clients received newsletters. Our built-in archiving system captures sends, social media postings, and more.
- CRM integration
Client email list integration is no problem! Connect CRMs to manage distribution, opt-outs, and client reporting for intelligent analytics.
Let’s face it: even though we love to joke about socks being the ultimate holiday gift, nothing quite beats the joy of unwrapping a shiny, new marketing tech on Christmas morning. To capitalize on our tools, your organization must swing by Mar-Ke-Ting land and inquire about Fresh Finance’s top-tier marketing solution. Happy holidays to all!
Teresa Leno worked as a financial advisor and experienced firsthand the importance of financial education to help clients make more informed decisions before a crisis. Through her experience, Fresh Finance was started as a financial content marketing solution to help advisors validate their expertise through sharing content.
