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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 >

MARTECH MINUTES: Tips for ‘Vetting’ an Advisor Communications Solution

A communications strategy has become crucial to modern business operations in the finance industry to streamline communications and campaigns, automate repetitive tasks, and make data-driven decisions.

MARTECH MINUTES: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms

One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.

MARTECH MINUTES: AI in Marketing Communications: Friend or Foe?

Artificial Intelligence (AI) is significant among evolving technologies due to its transformative potential in revolutionizing business processes, including marketing communications.

MARTECH MINUTES: How to Build a Case for an Enterprise Marketing Communications Solution

Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating fascinating written text.

MARTECH MINUTES: Top 10 Trends Impacting Marketing in 2024

Today's marketing landscape is increasingly complex and competitive. However, with proper foresight, marketing professionals can confidently navigate this landscape and engage customers effectively.

MARTECH MINUTES: 2024-Time for New Advisor Marketing Tech

Despite the New Year, Marketing teams are still being stretched, often asked to do more with less human capital, fewer resources, and limited budgets for marketing technology.

MARTECH MINUTES: 7 Social Media Tips for Advisors in 2024

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: Tips to Help Advisors Build Their 2024 Social Media Strategy

A well-executed social media strategy can boost visibility and improve engagement, ultimately driving more business and building stronger relationships with your audience.

MARTECH MINUTES: Why a Slow Economy is the Best Time to Increase Your Marketing

When a sluggish economic period sets in, many businesses swiftly resort to playing safe, which commonly means scaling back or halting marketing initiatives.

MARTECH MINUTES: The Impact of Financial Education Content in Enhancing Relationships

Financial professionals must keep pace and utilize educational content to build and fortify client relationships. Here are seven ways financial education content helps advisors build client relationships.