Press Release: UpContent and FreshFinance Forge Pioneering Partnership, Elevating Financial Content Curation and Distribution Tools for Advisors

Minneapolis, MN; September 26, 2023 – UpContent, the premier content curation platform, is delighted to announce an exciting collaboration with Fresh Finance, a leading financial marketing technology firm. This strategic alliance is set to transform the landscape for marketing and compliance teams, providing their advisors with a seamless means to access and disseminate pre-approved, curated […]

From Expectations to Delivering Value

The public’s expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years. Previously, these industries were merely tools for managing transactions or providing products such as a loan, 401(k), or a life insurance policy. Now, organizations must help their customers navigate the complexities of their financial […]

Marketing Budget Cuts: How to Work Smarter & Spend Less

It’s no secret that in 2023, marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We’re talking about easily observable trends, visible through the strategic shifts in the industry and the adoption of new marketing technologies. This shift is about something other than running out of cash but […]

A Quick Guide to Selecting Advisor Marketing Technology

In today’s competitive business landscape, having a comprehensive and well-executed marketing strategy is essential for success. That’s why choosing the right enterprise marketing technology (MarTech) for your organization is essential. For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others needing access to the marketing assets and tools.  Here’s […]

The Value of Enterprise Marketing Technology For Wealth Firms

The marketing world constantly evolves, especially in the compliant-heavy wealth management industry. Wealth firms are beginning to use enterprise marketing technology as a valuable tool to remain competitive and reach more clients, thus increasing their AUM. But what is enterprise marketing technology, and how can it help advisors? This article outlines the basics of enterprise […]

Digital Marketing Basics Part 3 – Focusing on Meta Descriptions

In part 2 of our digital marketing blog series, we discussed the importance of keywords to help strengthen your website’s SEO. In this article, we will cover the meta descriptions for your web pages and how to ensure they’re helping- not hurting your SEO score. What is a meta description? According to Wordstream, a meta description (sometimes […]

Digital Marketing Basics Part 2 – Using Keywords to Amplify Your Content

Anytime is a good time to upgrade your marketing tactics. Whether you manage your company’s blog or write a few blurbs for your website – paying attention to keywords is critical to boosting your SEO. What are keywords? According to SEMrush, a leading SEO management tool, keywords are search terms that a website owner will use […]

How Best-of-Breed MarTech Improves Revenue

When it comes to marketing, it’s a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage marketing technology (MarTech). Throughout the past few years, financial marketers and their employers have realized how vital assisting advisors with their marketing is. As […]