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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

    Most popular

    MARTECH MINUTES: How to Build a Wealth Industry MarTech Stack

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    With the advancement of technology, wealth organizations have access to a wide range of marketing software to help them reach their target audience, maintain client relationships, and work toward their goals.

    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.

    MARTECH MINUTES: Email Marketing’s Relevance in the Wealth Industry

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    In the fast-evolving wealth industry, maintaining enriching client relationships is paramount. Email marketing has shown to be a consistently valuable tool for wealth organizations and their advisors.

    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: How Using Finance Content Equates to Being a Thought Leader

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    Participating in social media, sending clients a monthly newsletter, being featured in industry webinars, and attending events are ways to become a thought leader in the wealth industry.

    MARTECH MINUTES: The Wealth Marketers’ 2025 Wish List: Seamless Martech tools

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    Changing technology necessitates organizations to invest in new enterprise marketing technology—or "Martech" tools—to enhance client communications and prospecting.

    MARTECH MINUTES: Why Advisors Need In-House Marketing Services

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    In the rapidly evolving wealth management industry, it is paramount that advisors have the necessary tools to perform their tasks efficiently and effectively.
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