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 […]
How Compliant Finance Content Helps Increase Advisors’ AUM

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 content marketing technology (MarTech). Throughout the past few years, financial marketers and their organizations have realized how vital assisting advisors with their marketing is. […]
The Shift to Social Media for News Content

A recent Pew Research report ‘News Consumption Across Social Media’ highlights how Americans access news content and each social media platform’s role. The survey of 11,178 people across the U.S. provides a detailed view of key trends and habits. The report indicates that last year, 36% of respondents indicated that they regularly get news content on […]
The 411 on Content Marketing For Advisors

Content marketing is one of the best ways to improve your website’s search engine (SEO) rankings. 72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find you via your website when searching for a financial advisor. Content marketing is also an effective way to establish credibility and […]
Social Media: Financial Friend or Foe?

Financial content on social media: Financial friend or foe? Social media is an everchanging landscape with new platforms arising often and a varying level of attention on each. Recently, TikTok has gained traction due to its wide range of content, personalized algorithm, with no shortage of users, 1 billion monthly users, to be specific. The […]