Maintaining client relationships and selling financial services
in today’s content marketing landscape
Relationship building is a crucial part of any sales process, and this is especially true for your financial advisors.
Potential investors will feel more positive about a relationship if they have access to custom content published by an advisor or firm.
Publishing custom and branded content positions your advisors as an authority by establishing credibility in their markets.
In a competitive digital landscape, a content-focused strategy gives your advisors an edge over their competitors.
Producing individually branded and custom content at an enterprise level has always been a challenge... Until now.
freshMerge is a licensed communication software solution managed by your corporate marketing department.
Provide your sales team interactive content solutions to help build relationships and maintain business.
Easily produce dynamic (web) email newsletters, social media posts to LinkedIn and Facebook, and downloadable print PDF mailers.
freshMerge's communication software makes it easy to control branding and messaging, and
Gives your sales team an edge with high-quality, professional, and individually-branded content.
Whether you have a sales team of 25 or 50,000+, inputting articles, photos, and secondary information once while publishing multiple branded versions simultaneously makes our software the marketing solution your company can’t do without.
Download Real Content Examples
Receive a set of content samples produced using the freshMERGE software.