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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

    Latest

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    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: How to Enhance Your Client Communication Using Content

    MarTech Minutes DWN Staff - 0
    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

    MarTech Minutes DWN Staff - 0
    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: A Best-of-Breed Approach to Marketing

    MarTech Minutes DWN Staff - 0
    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 MarTech.

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

    MarTech Minutes DWN Staff - 0
    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.

    MARTECH MINUTES: The Shift to Social Media for News Content

    MarTech Minutes DWN Staff - 0
    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...