As the digital world continues to evolve, so does the landscape of marketing tools. This year will likely witness a surge in demand for various types of marketing software that can effectively address an organization’s emerging needs. Here are some of the game-changing martech tools wealth industry marketing professionals need in their toolbox.
CRM software
One leading tool vital to marketing success is customer relationship management (CRM) software. With an increased focus on personalization and customer-centric approaches, CRM tools are indispensable for managing customer interactions, driving engagement, and developing strong customer relationships, thereby enhancing the overall marketing strategy.
More advanced analytics software combined with CRM software provides robust capabilities that can help analyze customer behavior, segment audiences, and automate marketing campaigns. These capabilities then provide advisors with actionable insights. Combining this software through API integrations is a game changer.
AI enabled Martech
AI-enabled marketing software will also take center stage. AI-enabled tools, including chatbots, predictive analytics software, and recommendation systems, have the transformative power to revolutionize marketing strategies. These tools streamline processes and offer personalized experiences and deliver insights that enable marketers to make data-driven decisions, thereby significantly enhancing marketing effectiveness.
Chat GPT solutions continue to be a sought-after tool to help marketers create content rapidly and at a cost savings. While this tool won’t replace a human, it allows marketers to start an article and edit it to give it their brand’s voice or correct text to make it compliant for our industry. We have integrated this tool into our Fresh Finance marketing hub to help marketing teams with limited content creation resources.
Enterprise martech software
Next on the list is enterprise content marketing software for mid to large-size wealth organizations. In an age where content is king, wealth organizations strive to create compelling and engaging content to attract and retain customers. Content marketing software assists in content creation, distribution, and tracking performance, thus becoming an essential tool for any digital marketer.
Social media integration solutions
Social media marketing software remains integral to any marketing strategy. As social media platforms continue to grow and innovate, marketing tools that can manage multiple platforms, schedule posts, monitor engagement, and analyze performance most likely be in high demand.
Fresh Finance has integrated social media APIs and third-party content integration to help organizations and their advisors amplify financial education across social channels.
Intelligent analytics
An analytics tool that provides marketers and advisors with client engagement stats is vital. Advisors can gain insights into what clients are reading for actionable reach outs. Marketers can see what topic categories resonate, dive deeper into situational interaction (ex. wealth transfer, estate planning, divorce), and segment by product interest (ex. 401(k) transfers, annuities, etc.).
Search Engine Optimization (SEO) tools
These tools are also set for growth. With the search landscape continuously changing, SEO software that can help organizational and advisor websites rank higher on search results, track keyword rankings, and analyze competitors is crucial.
Email marketing software
Last, email marketing software is a much needed tool in every marketers toolbox. With superior segmentation, personalized messaging, and automation features, this tool helps marketers create effective email campaigns that increase client engagement and prospect conversion rates.
As the digital landscape becomes more competitive, these marketing tools are essential for those aiming to stand out. The key to success lies in identifying an organization’s specific marketing needs and adopting the right mix of marketing software- Fresh Finance.
