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: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms

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One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.

MARTECH MINUTES: Attract & Retain Clients Using Finance Content

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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: Why a MarTech Strategy is Important for Wealth Firms

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Among the diverse array of innovative technology options, MarTech, or Marketing Technology, stands out as an instrumental tool for the wealth industry.

MARTECH MINUTES: How Wealth Management Firms Can Grow Harnessing Financial Content

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Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.

MARTECH MINUTES: How Firms Can Avoid FINRA Advertising Review Fines

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Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.

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: 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: Digital Marketing Basics Part 2 – Using Keywords to Amplify Your Content

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Whether you manage your company’s blog, or simply write a few blurbs for your website - paying attention to keywords is critical if you want to boost your SEO.

MARTECH MINUTES: Digital Marketing Basics Part 3 – Focusing on Meta Descriptions

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Search engines claim that meta descriptions do not have a direct impact on SEO. However, meta descriptions boost the click-through rate (CTR) for webpages, signaling to search engines that your page is trustworthy. A strong meta description will boost your SEO score.

MARTECH MINUTES: How SMEs Help Write Content

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To create high-quality content for your organization, consider working with an internal or external subject matter expert (SME), and an industry-specific copywriter or marketing agency can write content for your SME.