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, right this moment introduced that it has achieved 400% development of its enterprise enterprise relationships since 2021. This development is a results of FMG’s funding in folks and expertise devoted to the enterprise enterprise, coupled with new product choices and the growth of its place as a revered {industry} thought chief.
“We had been in the hunt for an all-encompassing advertising and marketing answer that met our advisors’ wants and streamlined our compliance processes,” mentioned Brian Petersdorf, Senior Advertising and marketing Supervisor at Baird. “FMG’s platform surpassed our expectations in so some ways. The personal 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 associate.”
The FMG platform affords a number of key advantages to Enterprise clients, together with:
- A firm-level worth proposition that contributes to advisor recruiting, retention, and natural development. In response to one massive enterprise buyer, on common, advisors utilizing the platform obtain YOY income development that’s 45% greater 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 power 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 enormously cut back compliance groups’ workloads and save advisors time by mechanically 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 enormously enhanced our means to infuse merchandise and expertise with enterprise know-how,” mentioned Scott White, FMG’s Chief Govt Officer. “The growth has enabled us to increase our management place within the enterprise area by giving company residence workplaces a totally enterprise-ready, scalable, and easy-to-use answer to assist their advisors leverage digital advertising and marketing to develop their companies, talk extra authentically and persistently 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 and marketing touchdown pages.
- Inventive Lockdown for Writer electronic mail, net, 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 personalised voice.
- Downloadables/attachments may be revealed 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 present 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 Submit Emoji Menu to make including emojis to posts a greater expertise.
- Locator relaunch for enterprise advisor and placement searches.
“Our development within the enterprise sector exhibits 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,” mentioned 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 severely. I’m so happy with our staff and the boldness our enterprise clients have positioned in us, and the latest growth is a transparent testomony to the worth we ship and our means to successfully help their development aims. Our aim is to provide them peace of thoughts that we’ll maintain their agency and advisors forward of the curve because it pertains to the ever-evolving advertising and marketing panorama, serving to them nurture purchasers, entice prospects, and drive measurable enterprise development.”
“After an in depth assessment course of, we couldn’t be extra thrilled with our determination to work with FMG,” mentioned Bob Holcomb, CMO of Atria. “Our partnership with FMG represents an thrilling addition to our price 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 greatest 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 related 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 related 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 clients 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 and marketing Automation and Social Media Platform. Based mostly in San Diego, CA, with satellite tv for pc workplaces nationwide, FMG is a thought chief in combining advertising and marketing greatest practices with cutting-edge expertise to provide its clients a aggressive benefit. For extra data on FMG Suite and its progressive advertising and marketing options, please go to www.FMGsuite.com.
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