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FMG Achieves 400% Progress in Enterprise Relationships, Enhances Providing


SAN DIEGO, Calif., Might 16, 2023 – FMG Suite, a number one SaaS firm specializing in advertising and marketing content material, automation, and web sites for monetary advisors, in the present day introduced that it has achieved 400% development of its enterprise enterprise relationships since 2021. This development is a results of FMG’s funding in individuals and expertise devoted to the enterprise enterprise, coupled with new product choices and the enlargement of its place as a revered {industry} thought chief.

“We had been searching for an all-encompassing advertising and marketing resolution that met our advisors’ wants and streamlined our compliance processes,” stated Brian Petersdorf, Senior Advertising ​Supervisor at Baird. “FMG’s platform surpassed our expectations in so some ways. The non-public labeling and publishing functionalities allowed us to construct an providing distinctive to our agency, and our advisors can now disseminate our proprietary content material throughout a number of advertising and marketing channels with out coping with separate compliance submissions. Our advertising and marketing providing has been a recreation changer for our advisors and concurrently helped set up a aggressive edge for our agency that meaningfully helps our expertise recruiting efforts. FMG’s enterprise expertise and experience made them the perfect alternative as our trusted advertising and marketing expertise companion.”

The FMG platform gives a number of key advantages to Enterprise prospects, together with:

  • A firm-level worth proposition that contributes to advisor recruiting, retention, and natural development. In line with one massive enterprise buyer, on common, advisors utilizing the platform obtain YOY income development that’s 45% larger than non-users.
  • An all-in-one, custom-branded advertising and marketing platform and private-labeled cell app supporting web sites, electronic mail, social media, social promoting, lead era, and running a blog.
  • The flexibility to publish distinctive client-approved, well timed content material and multi-media property that can be utilized by advisors throughout all advertising and marketing channels from one dashboard.
  • Built-in compliance workflows that drastically scale back compliance groups’ workloads and save advisors time by robotically routing content material with none further steps.
  • Elevated engagement with end-clients by equipping advisors with content material they’ll personalize throughout the requirements and guardrails of the house workplace.

“The senior hires in enterprise expertise, gross sales, and relationship administration, have drastically enhanced our potential to infuse merchandise and expertise with enterprise know-how,” stated Scott White, FMG’s Chief Govt Officer. “The enlargement has enabled us to broaden our management place within the enterprise house by giving company residence places of work a completely enterprise-ready, scalable, and easy-to-use resolution to assist their advisors leverage digital advertising and marketing to develop their companies, talk extra authentically and constantly with their purchasers, and construct their private manufacturers and networks.”

Enhancements to the platform fall into three key areas of significance to enterprises:

Content material Administration:

  • Writer Net Content material for residence office-authored content material for Advertising touchdown pages.
  • Inventive Lockdown for Writer electronic mail, internet, and social content material.
  • Video E-mail help for templates linked to touchdown pages with embedded movies.
  • Generative AI Content material for Curator captions in a customized voice.
  • Downloadables/attachments may be printed to enterprises’ Collections.

Integration & Compliance:

  • Writer & Compliance Consumer SSO for residence workplace portal entry to FMG instruments.
  • Auto-Provisioning subscriber accounts from residence workplace information feeds.
  • Microsoft Dynamics CRM integration help, along with current integrations with SalesForce, Redtail, Wealthbox, and Ebix.
  • Compliance Roles for accessing and prioritizing circumstances by Content material Varieties.

Consumer Expertise & Accessibility:

  • Enterprise Analytics Dashboard for real-time insights about customers, purchasers, and content material.
  • Householding Help for shared electronic mail addresses.
  • Social Put up Emoji Menu to make including emojis to posts a greater expertise.
  • Locator relaunch for enterprise advisor and site searches.

“Our development within the enterprise sector reveals our deep understanding of the wants, objectives, and ache factors of broker-dealers, massive RIAs, banks, and credit score unions based mostly on a decade of expertise,” stated Dave Christensen, Chief Product Officer. “We all know that their reputations are depending on partnering with a agency that has a confirmed, scalable, enterprise-ready expertise, and we take that very critically. I’m so pleased with our group and the arrogance our enterprise prospects have positioned in us, and the latest enlargement is a transparent testomony to the worth we ship and our potential to successfully help their development targets. Our objective is to offer them peace of thoughts that we are going to hold their agency and advisors forward of the curve because it pertains to the ever-evolving advertising and marketing panorama, serving to them nurture purchasers, appeal to prospects, and drive measurable enterprise development.”

“After an in depth evaluate course of, we couldn’t be extra thrilled with our choice to work with FMG,” stated Bob Holcomb, CMO of Atria. “Our partnership with FMG represents an thrilling addition to our worth proposition differentiated by our proprietary content material powered by FMG’s best-in-class, complete suite of merchandise and capabilities. Our monetary establishment companions and monetary professionals now have entry to industry-leading advertising and marketing expertise coupled with teaching and consulting packages that assist them leverage finest practices to gas development and retention. Our purchasers have embraced the easy-to-use platform as a result of it helps them have interaction purchasers and prospects throughout their web sites, electronic mail, and social media, driving leads, referrals, and a really compelling ROI. This collaboration aligns with our agency’s dedication to repeatedly improve our tech stack, enabling our monetary professionals and packages to prioritize consumer service, relationship constructing, and enterprise development.”

FMG’s expanded enterprise relationships are a testomony to the corporate’s dedication to offering an all-in-one advertising and marketing platform and cell app that empowers monetary advisors to remain linked with purchasers and develop their companies in an environment friendly and compliant method.

About FMG Suite

FMG powers an all-in-one advertising and marketing platform that helps greater than 40,000 monetary advisors and insurance coverage brokers keep linked with purchasers and develop their companies. Creating over 200 new items of well timed and genuine content material for its library every month, FMG empowers its prospects to execute efficient advertising and marketing campaigns in an environment friendly and compliant method. FMG is rated first in market share and buyer satisfaction by T3 Software program Survey Report and is the recipient of many {industry} awards, together with Finest Advertising Automation and Social Media Platform. Based mostly in San Diego, CA, with satellite tv for pc places of work nationwide, FMG is a thought chief in combining advertising and marketing finest practices with cutting-edge expertise to offer its prospects a aggressive benefit. For extra info on FMG Suite and its progressive advertising and marketing options, please go to www.FMGsuite.com.

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