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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: Critical Content Marketing Strategies for Financial Advisors

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Marketing plan needs to be fine-tuned as industry trends & business goals change. If you’ve found yourself growing complacent with your marketing efforts, here are seven items to focus on this year.

MARTECH MINUTES: Why Advisors Must Use Content Marketing

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For FAs, a significant reason clients may be unhappy with their advisors is a need for more communication. Communication is no longer just emails and phone calls; it's social media, blog posts, and newsletters too!

Why Content Market in Compliance-Heavy Industries?

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Regulated industries such as wealth, banking, and insurance have moved away from ‘word-of-mouth’ advertising, and now have several online channels that can provide this same validation of recommendations.

MARTECH MINUTES: The Value of Enterprise Marketing Technology

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Enterprise marketing technology (EMT) involves using advanced software and platforms to streamline processes, collect data, automate tasks, and increase the reach of a company’s marketing efforts.

MARTECH MINUTES: The Impact of Financial Content Marketing

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Content marketing has become an important part of advertising the services of financial advisors & their firms. For advisors, content marketing offers a unique & personal connection with both clients and prospects.

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: Tips For Selecting Best-of-Breed MarTech

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As face-to-face meetings and prospecting decreased, having a digital presence became a life-and-death situation for most firms, prompting MarTech buying decisions.

MARTECH MINUTES: Low on Content? Try Out Guest Blogging

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Consistently creating high-quality content can often become difficult when it seems like there aren't enough hours in the day or dollars in the marketing budget to do so.

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.