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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: 2024-Time for New Advisor Marketing Tech

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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 Signs It’s Time to Replace Your Marketing Technology

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Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

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

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

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: Digital Marketing Basics Part 1 – Database Management

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A common problem that marketing and advisor teams experience is how to create and maintain a hygienic database. Your CRM should play a part in ensuring your data is clean and up to date for marketing purposes.

MARTECH MINUTES: From Expectations to Delivering Value

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

MARTECH MINUTES: Low on Content? Try Out Guest Blogging

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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: Exploring the Phenomenon – Social Media Statistics & Use by Financial Professionals

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Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.

MARTECH MINUTES: AI and Generating Images for the Wealth Industry

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The advent of AI capabilities such as Generative Adversarial Networks (GANs) has created highly realistic images. AI's ability to quickly, accurately, and efficiently generate such images is valuable.

MARTECH MINUTES: 2025’s Most Significant Advisor Marketing Trends

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Today's marketing landscape is increasingly complex and competitive, characterized by fast-paced change, fluid client and prospect preferences, and emerging Martech tools.