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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: Low on Content? Try Out Guest Blogging

Consistently creating high-quality content can often become difficult when it seems like there aren't enough hours in the day or dollars in the marketing budget to do so.

MARTECH MINUTES: The Shift to Social Media for News Content

By Teresa Leno A recent Pew Research report ‘News Consumption Across Social Media’, highlights how Americans are accessing news content, and the role that each...

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: 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 Enhance Your Client Communication Using Content

A communication breakdown can create an avoidable disconnect between you & your clients. Providing timely & consistent finance articles to clients can set your firm apart from your competition & keep you top of mind.

MARTECH MINUTES: Resetting – How Wealth Firms Can Grow Harnessing Financial Content

With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.

MARTECH MINUTES: How Best-of-Breed MarTech Improves Revenue

When it comes to marketing, it's a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage marketing technology (MarTech).

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: How to Infuse Financial Education into Your Practice

One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.

MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor’s Marketing

For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.