Attract & Retain Clients Using Finance Content
Content marketing is one of the best ways companies and advisors can improve their company’s search engine (SEO) rankings. 72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients looking for financial help find you. Content marketing is also an effective way to establish credibility for your advisors while creating […]
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 […]
How Finance Education Enhances Client Relationships
In the wealth and banking industries, financial education content has proved to be a crucial game-changer. With information readily available, these organizations must keep pace and utilize finance education content to build and fortify client relationships. Here are ways financial education helps advisors and bankers build client relationships; Facilitates trust-building. Central to any client-advisor relationship is […]
