freshFinance Overview

Freshfinance is MarTech software for the wealth, banking, and insurance industries that offers 4 tools to create content and post to social media. Designed to enhance marketing efficiency.

Use Cases

Customers recommend Sending & Publishing Communications, Engaging On Social Media, Scheduling Post To Social Media, as the business use cases that they have been most satisfied with while using freshFinance.

Other use cases:

  • Content Management
  • Business Development
  • Partner Marketing
  • Trust Management
  • Digital Marketing
  • Creating Contact List
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Enter New Markets Internationally Or Locally are the most popular business priorities that customers and associates have achieved using freshFinance.

Other priorities:

  • Acquire Customers
See all business priorities See less business priorities

freshFinance Use-Cases and Business Priorities: Customer Satisfaction Data

freshFinance works with different mediums / channels such as Social Media, Newsletter, User Generated Content, etc.

freshFinance's features include Interactive Content.

Reviews

"...Dynamic newsletters, social media posts, and a downloadable print PDF mailer provide your sales team interactive content solutions to help build relationships and maintain business...." Peer review from Fresh Finance

freshFinance, belong to a category of solutions that help Content Marketing. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Comprehensive Insights on freshFinance Use Cases

What Are the key features of freshFinance for Sending & Publishing Communications?

How efficiently Does freshFinance manage your Engaging On Social Media?

How can freshFinance enhance your Content Management process?

6+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well freshFinance solved their Content Marketing needs. Cuspera uses 150 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Content Marketing needs.

lightning

Peers used freshFinance for sending & publishing communications and engaging on social media

freshFinance Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.02/5 ★

Read Reviews (5)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.02/5 ★

Read Reviews (5)

Software Failure Risk Guidance

?

for freshFinance

Top Failure Risks for freshFinance

freshFinance Feeds

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 […]

The post A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’ appeared first on freshfinance.

01/04/2024 - source

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 […]

The post Fresh Finance and Wealth Management GPT integrates to Deliver Next-Generation Content Creation Solution appeared first on freshfinance.

12/03/2024 - source

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 […]

The post ReachStack Fresh Finance partnership now provides more Intelligent, Efficient, and Impactful Communication for Financial Advisors. appeared first on freshfinance.

03/03/2024 - source

freshFinance Profile

Company Name

freshFinance

Company Website

https://www.freshfinance.us/

HQ Location

300 N Washington Ave, Minneapolis, Minnesota US

Employees

1-10

Financials

PRIVATE