Home Thought Leaders MarTech Minutes

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: How Investors Benefit From Finance Content Marketing

Through content marketing, investors have an opportunity to learn about the financial strength, business model, market position, and strategic direction of a potential investment.

MARTECH MINUTES: Attract & Retain Clients Using Finance Content

Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.

MARTECH MINUTES: From Expectations to Delivering Value

The public's expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years.

MARTECH MINUTES: Internal Advisor Marketing Teams are “In”

Over the past few years, many BDs, Insurance companies, and large RIAs have segmented their marketing team into two departments: corporate marketing and advisor marketing.

MARTECH MINUTES: Marketing Budget Cuts: Work Smarter and Spend Less

It's no secret that in 2023 marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We're talking...

MARTECH MINUTES: How Firms Can Avoid FINRA Advertising Review Fines

Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.

MARTECH MINUTES: How Compliant MarTech Increases Advisors’ Bottom Lines

When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.

MARTECH MINUTES: How Advisors Can Become Thought Leaders

Content marketing has tremendously evolved in financial services over the past few years. Advisors must consider content marketing as part of a successful marketing plan.

MARTECH MINUTES: How SMEs Help Write Content

To create high-quality content for your organization, consider working with an internal or external subject matter expert (SME), and an industry-specific copywriter or marketing agency can write content for your SME.

MARTECH MINUTES: A Quick Guide to Selecting MarTech

For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others in the broader organization that may need access to the marketing assets and tools.