One Software. Complete Control.
Zero Marketing Communications Headaches.
Streamline workflow from Compliance to Marketing to Sales team with enterprise-grade control and automated audit trails.
Streamline workflow from Compliance to Marketing to Sales team with enterprise-grade control and automated audit trails.
Our Solution
Client communications play an integral role in the operations of the wealth, banking, insurance, mortgage, real estate, and accounting industries. Managed by your organization’s internal marketing and compliance teams, our enterprise software helps your client-facing sales team retain clients and generate leads.
Use Cases
Centralize content creation and approval, automate sales team branding, and ensure regulatory compliance across all channels.
Capabilities
Provides access to marketing, compliance, and sales teams with unique entitlement-driven credentials.
Schedule campaigns, assign sales team member based on client-base and collect relevant reader analytics to justify marketing spend.
Organize and manage client email lists efficiently. Segment audiences, track engagement, and maintain compliance with built-in list management tools.
Track engagement across your organization. See which content resonates, monitor email open rates, measure social media performance, and understand client behavior to optimize your communication strategy.
Create content, use Fresh Finance’s editable library (350+ articles), or import licensed content. Organize content by category, send to compliance, and streamline access and distribution across your organization..
Access pre-approved articles and images to use on websites, social media, and across other channels.
Generate print-ready PDF newsletters with automated branding. Perfect for client meetings, events, and traditional mail distribution.
Pre-approved third-party financial articles sync directly to LinkedIn and Facebook profiles through direct API integration. One-click posting with zero compliance gaps.
Seemless Integrations
Fresh Finance also offers content-only licensing. Our editable library includes 350+ articles across multiple topics.
Testimonials
“ Fresh Finance has been our trusted partner for quality financial services content since 2018. The relevant and timely articles we license through them are a vital part of our insurance agent and advisor marketing program, and we couldn't be happier with the product. ”
Insurance Industry Marketing Professional
AZ
“ My clients always comment that the newsletter articles are interesting and timely. Sending the newsletter is definitely helping to educate them, which I appreciate. ”
Financial Advisor
RIA, NY
“ The insights provided in each newsletter have been extremely valuable. My clients feel more confident making decisions, and it has strengthened our relationship. ”
Wealth Manager
CFP®, CA
“ I’ve seen a noticeable increase in client engagement since we started using these newsletters. The content is clear, relevant, and easy to understand. ”
Investment Advisor
RIA, TX
“ The newsletters save me time while keeping my clients informed. It’s a professional touch that adds real value to my services. ”
Financial Planner
CPA, FL