Reflects increased investment in resources, technology and product offerings for broker dealers, major RIAs, banks and credit unions
SAN DIEGO, May 16, 2023 /PRNewswire/ — FMG Suite, a leading SaaS company specializing in marketing content, automation and websites for financial advisors, today announced that it has achieved 400% growth in its corporate business relationships since 2021. This growth is a result of FMG’s investment in people and technology for the enterprise business, coupled with new product offerings and expanding its position as a respected industry thought leader.
“We were looking for an all-encompassing marketing solution that would meet the needs of our consultants and streamline our compliance processes,” he said Brian Petersdorf, Senior Marketing Manager at Baird. “FMG’s platform has exceeded our expectations in many ways. The private labeling and publishing capabilities allowed us to develop an offering unique to our business, and our consultants can now distribute our proprietary content across multiple marketing channels without having to deal with separate compliance filings. Our marketing.” The offer has been critical to our consultants, while also helping to give our company a competitive advantage that meaningfully supports our talent recruitment efforts. FMG’s business experience and expertise made them the ideal choice as our trusted marketing technology partner.”
The FMG platform offers enterprise customers several key benefits, including:
- An enterprise-level value proposition that drives consultant recruitment, retention and organic growth. According to a large enterprise client, consultants using the platform achieve 45% higher year-over-year revenue growth than non-users.
- An all-in-one custom-branded marketing platform and private-label mobile app that supports website, email, social media, social selling, lead generation, and blogging.
- The ability to publish unique, client-approved, up-to-date content and multimedia assets for consultants to use across all marketing channels from one dashboard.
- Built-in compliance workflows that significantly reduce the workload of compliance teams and save consultants time by automatically routing content without additional steps.
- Increased end-customer engagement by providing consultants with content they can personalize within work-from-home standards and guidelines.
“The additions in enterprise technology, sales and relationship management have greatly enhanced our ability to combine products and technology with business expertise,” he said Scott White, CEO of FMG. “The expansion has enabled us to extend our leadership position in the corporate space by providing corporate home offices with a fully enterprise-ready, scalable and easy-to-use solution that helps their consultants leverage digital marketing to grow their business and become more authentic communicate.” and consistently collaborate with their clients and build their personal brands and networks.”
Platform improvements can be broken down into three key areas of concern to businesses:
Content management:
- Publish web content for home office content for marketing landing pages.
- Creative blocking for publisher email, web and social content.
- Video email support for templates linked to landing pages with embedded videos.
- Generative AI content for captions by curators with personalized voice.
- Downloadable files/attachments can be published in the collections of companies.
Integration and compliance:
- Publisher and compliance user SSO for home office portal access to FMG tools.
- Automatic provisioning of subscriber accounts from home office data feeds.
- Microsoft Dynamics CRM integration support, in addition to existing integrations with SalesForce, Redtail, Wealthbox and Ebix.
- Compliance roles to access and prioritize cases by content type.
User Experience and Accessibility:
- Enterprise analytics dashboard for real-time insights into users, customers and content.
- Household support for shared email addresses.
- Social post emoji menu to make adding emojis to posts a better experience.
- Locator relaunch for management consultants and location searches.
“Our growth in the corporate sector demonstrates our deep understanding of the needs, goals and vulnerabilities of broker-dealers, major RIAs, banks and credit unions, based on a decade of experience,” he said Dave Christensen, Chief Product Officer. “We know that your reputation depends on partnering with a company that has proven, scalable and enterprise-ready technology, and we take that very seriously. I’m so proud of our team and the trust our corporate customers place in us.” , and the recent expansion is a clear testament to the value we deliver and our ability to effectively support their growth objectives. Our goal is to give you peace of mind that we’re keeping your business and your advisors informed about the future. We support the ever-evolving marketing landscape, helping you nurture customers, attract prospects, and drive measurable business growth. “
“After an extensive review process, we are extremely pleased with our decision to work with FMG,” he said Bob Holcomb, CMO of Atria. “Our partnership with FMG represents an exciting addition to our value proposition, which is characterized by our proprietary content powered by FMG’s best-in-class, comprehensive suite of products and services. Our financial institution partners and financial professionals now have access to industry-leading marketing technology paired with coaching and consulting programs to help them leverage best practices to drive growth and customer retention. Our clients have embraced the easy-to-use platform because it helps them engage and generate leads with customers and prospects across their websites, emails and social media. Recommendations and a very compelling ROI. This collaboration is consistent with our company’s commitment to continually improving our technology stack and enabling our finance professionals and programs to prioritize customer service, relationship building and business growth.”
FMG’s expanded corporate relationships are testament to the company’s commitment to providing an all-in-one marketing platform and mobile app that enables financial advisors to stay connected with clients and grow their business in an efficient and legally compliant manner.
About FMG Suite
FMG operates an all-in-one marketing platform that helps more than 40,000 financial advisors and insurance agents connect with clients and grow their business. FMG creates over 200 new fresh and authentic pieces of content for its library each month, enabling its clients to run effective marketing campaigns efficiently and compliantly. FMG is ranked #1 for market share and customer satisfaction in the T3 Software Survey Report and is the recipient of numerous industry awards including Best Marketing Automation and Social Media Platform. Based in San Diego, CaliforniaWith offices across the country, FMG is a thought leader in combining proven marketing practices with cutting-edge technology to give its clients a competitive edge. For more information on the FMG Suite and its innovative marketing solutions, visit www.FMGsuite.com.
Media contacts:
Susan Theder
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Samantha Russell
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SOURCE FMG Suite
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