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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:
www.freshfinance.us

MARTECH MINUTES: 5 Ways AI Helps Marketing Teams

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Artificial intelligence (AI) is transforming various industry sectors and marketing communications by significantly enhancing the efficiency and effectiveness of marketing strategies.

MARTECH MINUTES: Internal Advisor Marketing Teams are “In”

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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: 7 Signs Your Marketing Technology is Failing You

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Effective martech can enhance your marketing efficiency, but as the industry evolves, it may be time to replace & update your martech stack. Here's seven red flags that signal it's time to replace your Martech stack.

MARTECH MINUTES: 2024 Social Media Trends for Financial Professionals

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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: The Impact of Financial Content Marketing

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Content marketing has become an important part of advertising the services of financial advisors & their firms. For advisors, content marketing offers a unique & personal connection with both clients and prospects.

MARTECH MINUTES: Dear Santa, All I Want for Christmas is New Martech

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Wealth industry marketers want Martech tools that reduce swivel chairs and time this holiday season. Here's the list of the most desired tools for the fiinancial services sector.

MARTECH MINUTES: Why Advisors Must Provide Financial Education

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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: What Advisors Must Know About Prospect Communication

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In digital marketing, advisors must know prospect communication regulations and guidelines. One crucial legal framework is the CAN-SPAM Act, enacted in 2003.

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

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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: How to Prove the Value of Marketing

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Feedback about marketing efficacy is not always immediate, and ROI (Return on Investment) may only sometimes be easily traceable back to a particular initiative. So, how can you prove the value of marketing dollars?