Fresh Finance integrates with leading Wealth Industry Platform Providers. Learn more: https://lnkd.in/ggx4gYkH #wealthtech #martech #wealthindustry
Fresh Finance
Technology, Information and Internet
Fergus Falls, Minnesota 806 followers
Financial Industry enterprise content and social media deployment for large sales teams though our Martech SaaS
About us
Fresh Finance is an enterprise wealth industry marketing technology platform that simultaneously produces digital newsletters, social media posts, and content library articles for financial professionals to position themselves as industry experts. Fresh Finance's enterprise marketing tool is designed to create and send the same content while featuring each advisor's unique branding. Our software helps educate clients on topics relevant to the financial services industry. In addition to the four digital marketing tools, our software contains a messaging app for clients to message their advisors. Build trust, start conversations quickly, and help connect your advisors to their clients and prospects!
- Website
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https://www.freshfinance.us/
External link for Fresh Finance
- Industry
- Technology, Information and Internet
- Company size
- 11-50 employees
- Headquarters
- Fergus Falls, Minnesota
- Type
- Privately Held
- Founded
- 2009
- Specialties
- communication, marketing technology, SaaS, financial services client communication, and advisor marketing
Locations
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Primary
Get directions
101 W Lincoln Ave
Fergus Falls, Minnesota 56537, US
Employees at Fresh Finance
Updates
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Thank you to MarTech Edge for featuring our announcement on Michael Partnow joining our team as Board Member and Strategic Advisor! #martech #financialservices
Fresh Finance names Michael Partnow to its Board and as Strategic Advisor to drive MarTech innovation and accelerate digital transformation in financial services. Read the Latest full News - https://lnkd.in/dytYyr9s #MarTech #MarTechEdge #MarTechInnovation #FinancialServices #ContentMarketing #DigitalTransformation #LeadershipExcellence #FreshFinance #AIinFinance #CustomerExperience
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BIG NEWS-Michael Partnow has joined our team as a Board Member and Strategic Advisor! Welcome Michael! https://lnkd.in/gvazh-Ps
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Welcome aboard, Michael Partnow! We're thrilled to have you as a Board Member and Strategic Advisor and look forward to a great 2025 with you!
I’m happy to share that I’m starting a new position as Board Member / Strategic Advisor at Fresh Finance!
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One crucial tool advisors need to be successful is in-house advisor marketing services and solutions. Providing these as part of their tech stack significantly impacts their productivity, client satisfaction, and your organization’s bottom line. Read more in this week's Digital Wealth News #Martech #Minutes https://lnkd.in/gHDJ3hY4
MARTECH MINUTES: Why Advisors Need In-House Marketing Services - Dwealth.news
https://dwealth.news
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A correlation exists between #finance #content and being considered a wealth-industry thought leader. Read more about how to become one in this week's Digital Wealth News #martechminutes https://lnkd.in/di34WiBb
MARTECH MINUTES: How Using Finance Content Equates to Being a Thought Leader - Dwealth.news
https://dwealth.news
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Advisor marketing teams face enormous pressure and challenges to consistently deliver creative and effective campaigns that stand out in an increasingly crowded marketplace. Our latest blog outlines how to solve the obstacles (hint, hint, it's #MarTech). https://lnkd.in/gkGqSUNY
5 Challenges Wealth Industry Marketers Face and How to Solve Them - freshfinance
https://www.freshfinance.us
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Banks must promote financial literacy in their community outreach efforts as part of #CRA compliance; here's how they can do it in the latest Digital Wealth News #Martech #Minutes https://lnkd.in/gZGvnEA2
MARTECH MINUTES: How Banks Can Meet the CRA Rule For Financial Literacy - Dwealth.news
https://dwealth.news
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Marketing communications policies provide an outline or blueprint that guides all elements of communication within an organization. Our latest blog outlines how #wealth, #banking, and #insurance organizations can address marketing communications policy gaps and avoid fines. https://lnkd.in/dUuR4RFQ
Marketing Communication Policy Gaps – A Recipe for FINRA Fines - freshfinance
https://www.freshfinance.us
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AI MarTech solutions catapulted advisor marketing this past year, and 2025 will be no exception. Here are the most significant tools teams are already using, building upon, or implementing early in 2025, courtesy Digital Wealth News https://lnkd.in/gDcX8Q_W
MARTECH MINUTES: 2025's Most Significant Advisor Marketing Trends - Dwealth.news
https://dwealth.news