A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’

The Financial Industry Regulatory Authority (FINRA) recently announced that it has fined multiple firms for violating marketing communications Rule 2210. According to FINRA, the fines ranged from $10,000 to $150,000, totaling $ 81 million, and were issued to 16 firms that failed to supervise their marketing materials or did not have adequate systems to review […]

Tips for ‘Vetting’ an Advisor Communications Solution

A communications strategy has become crucial to modern business operations in the finance industry, streamlining communications and campaigns, automating repetitive tasks, and making data-driven decisions. But the question that intrigues most people is how to select the right communication solution for your organization. As you embark on your journey to selecting a communication technology for […]

Fresh Finance and Wealth Management GPT integrates to Deliver Next-Generation Content Creation Solution

PRESS RELEASE | Minneapolis, MN March 12, 2024 Fresh Finance, a leading financial technology company, has forged a strategic alliance with Wealth Management GPT, a global provider of generative AI solutions for the wealth management industry. This powerful collaboration introduces a game-changing tool to the financial sector- an innovative enterprise generative AI solution embedded within […]

Marketing Communications Policy Gaps – A Top Concern for Wealth Firms

This article originally appeared in Digital Wealth News’ MarTech Minutes. Wealth firms are increasingly confronting an array of challenges. One of the most perplexing and persistent is managing marketing communication policy gaps. Digital Wealth News recently interviewed Teresa Leno, CEO and Founder of Fresh Finance, an enterprise marketing communications solution for the wealth, banking, and insurance industries. […]

ReachStack Fresh Finance partnership now provides more Intelligent, Efficient, and Impactful Communication for Financial Advisors.

Minneapolis MN, USA, February 15, 2024 – Today Fresh Finance and ReachStack announced a partnership to integrate a new layer of analytics, AI and intelligence into their next generation of digital content & communication services for Wealth Management customers.  Under the terms of the partnership, FreshFinance, a leading communications software provider for wealth organizations and […]

AI in Marketing Communications: Friend or Foe?

This article originally appeared in Digital Wealth News Artificial Intelligence (AI) is a significant emerging technology due to its transformative potential to revolutionize business processes, including marketing communications. However, with every technological evolution, there are inevitable questions and concerns. Is using AI in marketing communications in the wealth, banking, and insurance industries a friend or […]

Top 10 Trends Impacting Marketing in 2024

Today’s marketing landscape is increasingly complex and competitive, characterized by fast-paced change and fluid consumer behavior. However, with the proper foresight, marketing professionals can confidently navigate this landscape and engage consumers effectively. Here, we identify ten trends that may significantly impact marketing in 2024. #1- Personalization. In a media-saturated world, personalized marketing represents a powerful way […]

How to Build a Case for an Enterprise Marketing Technology

Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating fascinating written text. Marketing communications represent comprehensive actions to strategically disseminate your brand’s story, distribute financial education and other vital content, manage customer engagement, and ultimately drive the fulfillment of a strategic marketing […]

Why a Bad Economy is the Best Time for More Marketing

When a sluggish economic period sets in, many businesses swiftly resort to playing safe, which commonly means scaling back or halting marketing initiatives. While this is a rational move in the short run, it can result in long-term damage that could be hard to repair when the economic tide turns. The rationale behind increasing marketing […]

The Impact of Financial Education on Enhancing Relationships

In the wealth and banking industries, financial education content has proved to be a crucial game-changer. With information readily available, financial professionals must keep pace and utilize educational content to build and fortify client relationships. Here are seven ways financial education content helps enhance client relationships. Facilitates trust-building. Central to any client-advisor relationship is the concept […]