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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: How to Infuse Financial Education into Your Practice

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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: Top 10 Trends Impacting Marketing in 2024

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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: The 411 on Advisor Content Marketing

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Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.

MARTECH MINUTES: Generative AI & Social Media

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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: 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: 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: Exploring the Impact of AI on Content Marketing

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In a technologically driven era, artificial intelligence (AI) is not a far-fetched concept but a reality transforming various industry sectors. Over time, AI has been progressively infiltrating the marketing industry.

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: How Organizations Can Produce High-Quality Content Without Writing a Word

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To create high-quality content for your organization, consider working with a subject matter expert (SME). Hiring an industry-specific copywriter can benefit your organization by writing content for your SME.

MARTECH MINUTES: How to Get More ‘Social’ on Social Media in 2023

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There is no time like the beginning of a New Year to take the plunge into creating a social media presence for your firm. A 2022 study by Smart Asset revealed that marketing is a top priority for FAs in 2023.