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: Social Media – Financial Friend or Foe?

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Social media is an ever-changing landscape with new platforms arising often & a varying level of attention on each. Short-form content on social media platforms has become important to financial content creators.

MARTECH MINUTES: Leveraging Enterprise Technology for Advisor Marketing

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Using enterprise MarTech at the firm level can help alleviate advisor marketing problems by streamlining technologies and reducing the marketing workload for advisors.

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: 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 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: 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: The Rise of Advisor Marketing Departments

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With the model of advisor marketing services woven into the culture of the company, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.

MARTECH MINUTES: How Best-of-Breed MarTech Improves Revenue

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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 marketing technology (MarTech).

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: Using Keywords To Level Up Your Finance Content Marketing

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By Teresa Leno A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...