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MarTech Minutes

The column “Martech Minutes” is created by Fresh Finance.

Started in 2009, Fresh Finance’s broad industry knowledge helps financial companies and their advisors maintain relationships and attract new clients through educational finance content. Fresh Finance helps fill the content needs that advisors often experience in their marketing plans, to provide them with more time for what matters- their clients.

Today, Fresh Finance’s specialties include financial education content curation and automation through its proprietary marketing software (MarTech) that distributes an advisor branded, investor-friendly digital newsletter, content library, and social media content provided by third-party financial publishers through its advisor UX.

Fresh Finance works with financial corporations, finance content publishers, FinTechs and SaaS providers. The company also licenses their software as a white-label content distribution ‘do-it-yourself’ marketing tool for financial marketing departments, corporations, and financial professionals.

More about Fresh Finance > https://www.freshfinance.us/content-marketing-for-advisors/

MARTECH MINUTES: The Duty of Wealth Firms to Provide Financial Education

Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works.

MARTECH MINUTES: 7 Signs It’s Time to Replace Your Marketing Technology

Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

MARTECH MINUTES: Exploring the Impact of AI on Content Marketing

In a technologically driven era, artificial intelligence (AI) is not a far-fetched concept but a reality transforming various industry sectors. Over time, AI has been progressively infiltrating the marketing industry.

MARTECH MINUTES: 2024 Social Media Trends for Financial Professionals

As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.

MARTECH MINUTES: Choosing the Best Finance Content: Original or Enterprise?

To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education.

MARTECH MINUTES: From Facilitator to Educator – The Changing Role of Industry Professionals

In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.

MARTECH MINUTES: Why a MarTech Strategy is Important for Wealth Firms

Among the diverse array of innovative technology options, MarTech, or Marketing Technology, stands out as an instrumental tool for the wealth industry.

MARTECH MINUTES: Exploring the Phenomenon – Social Media Statistics & Use by Financial Professionals

Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.

MARTECH MINUTES: Elevating Advisor Marketing Using MarTech Integrations

The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.

MARTECH MINUTES: 7 Tips for Selecting Finance MarTech

MarTech empowers businesses to streamline marketing campaigns, automate repetitive tasks, and make data-driven decisions. But how do you select the right marketing technology for your organization?