One enterprise software for compliance and marketing teams, and their advisors.
A home office solution for compliance review and marketing team management, with brand standards applied across the broader organization.
Compliance and Marketing Department
Challenges How Fresh Finance Solves These Challenges
Some content ‘slips by’ and is used without approval. One technology for everyone– compliance, marketing, and advisors.
Vendor managed- no insight into what’s going on. Fresh Finance is a collaborative partner to your teams.
Not enough content – sourcing takes time. 500+ editable articles in our content library.
Too many articles are being submitted for approval. A content database helps ensure there’s something for everyone.
No controls on articles being used. Unique entitlement-driven logins to access articles.
Not enough financial articles/writers Access can be given to outside writers to deposit drafts for review.
No centralized database of approved articles. Ours, other vendors, and the organization’s content in one system.
Multiple technologies in use- ‘swivel chair.’ Newsletter, social media, content library, & print assets in one software.
Pre-vetting third-party articles takes time. Vetting of third-party content for social media included.
Brand standards enforcement. Brand standards, disclosures, and approval codes automate.
Full Library of Articles
Your marketing team can use our content library of 500+ articles as is, edit them, write your own, or import content from other providers.
Once your compliance team approves articles, they automate to the advisor portals for use on their websites through RSS feeds.
Digital Newsletter
Create enterprise newsletters to help your advisors connect with clients using our digital newsletter tool. Articles are the same articles, while banners have advisor-specific contact information, their photo and brand, and disclosures.
Customized Banner
Our software automates banner creation using advisors’ contact information, disclosures, and photos, saving graphics design time.
DBAs are no problem using our software to produce customized banners or upload brand standards banner options.
PDF Mailer
Advisors can download a full-color PDF newsletter mailer, print it themselves and use it with their clients and at events. Our PDF mailer tool automates advisors’ banners, disclosures, and contact information as the PDF mailer generates.
Email Analytics
With our email analytics, your marketing team won’t be left wondering if your content marketing is making an impact. (* with email list management enabled).
Social Media Posting
Position Your Advisors as Industry Thought Leaders.
Our software is designed with the following features:
#1- Unique logins that are entitlement driven. Marketing and Compliance Administrators, Content writer, & Graphics design permissions, plus Advisor credentials.
#2- Automated newsletter distribution. We manage the advisor’s list or deliver to advisors’ email, sending the newsletter through the CRM system and then to their clients.
#3- Pre-vetting of Third-party social media content. We vet and then pass through APIs into the production software side. Once third-party articles are approved, they ‘publish’’ to the advisor portals.
#4- Organizational and Individual branding. During the advisor registration process, each newsletter banner is designed through our software- no design skills are needed!
#5- Our content library of 500+ articles is included. Use articles as is, edit, write yours, or add other licensed articles to the software. Our software arranges the articles into 12 topic categories:
- Women & Money
- Retirement
- Markets & Economy
- Private Investing
- Tax Planning
- Insurance
- Family & Money
- Estate Planning
- Social Security
- Business
- Personal Finance
- HNW/ Henrys
Our Monthly Subscription For Single-RIA Advisors
Differentiate yourself as an expert using our fresh and educational financial content.
$75/mo
(billed monthly)
Each month receive:
- A monthly client-focused finance newsletter
- Financial Content Library access to hundreds of articles
- New third-party finance articles for social media each month
- A print PDF version of the finance newsletter
- New blog content for your website, regardless of your website's provider
