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:

MARTECH MINUTES: 7 Strategies to Infuse Diversity into Finance Content

Diversity is vital in every facet of life and must be so in finance content. Understanding this, infusing diversity into your finance content is essential to appeal to a broader audience spectrum

MARTECH MINUTES: The Tools Marketers Must Have in Their Toolbox

This year will likely witness a surge in demand for various types of marketing software that can effectively address an organization's emerging needs.

MARTECH MINUTES: The Deal on Content Marketing

72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find an advisor when searching online.

MARTECH MINUTES: Building a Wealth Industry Marketing Tech Stack

With the advancement of technology, wealth organizations now have access to a wide range of marketing tools and software to help them reach their target audience and achieve their goals.

MARTECH MINUTES: Generative AI & Social Media

Wealth firms can create content for their social media channels by leveraging generative AI to create infographics, videos, and even written content that caters to their target audience's specific interests & needs.

MARTECH MINUTES: Why Advisors Must Provide Financial Education

For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication and namely, financial education.

MARTECH MINUTES: A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’

As industry compliance and marketing professionals recognize, Rule 2210 aims to ensure that all marketing materials are fair, accurate, and not misleading.

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.