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FMG Achieves 400% Progress in Enterprise Relationships, Enhances Providing


Oct 30, 2023


SAN DIEGO, Calif., Might 16, 2023 – FMG Suite, a number one SaaS firm specializing in advertising content material, automation, and web sites for monetary advisors, right this moment introduced that it has achieved 400% progress of its enterprise enterprise relationships since 2021. This progress is a results of FMG’s funding in folks 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 looking for an all-encompassing advertising answer that met our advisors’ wants and streamlined our compliance processes,” stated 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 channels with out coping with separate compliance submissions. Our advertising 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 selection as our trusted advertising expertise associate.”

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 progress. In keeping with one massive enterprise buyer, on common, advisors utilizing the platform obtain YOY income progress that’s 45% increased than non-users.
  • An all-in-one, custom-branded advertising platform and private-labeled cellular app supporting web sites, e 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 belongings that can be utilized by advisors throughout all advertising channels from one dashboard.
  • Built-in compliance workflows that enormously cut back compliance groups’ workloads and save advisors time by robotically routing content material with none additional steps.
  • Elevated engagement with end-clients by equipping advisors with content material they’ll personalize inside the requirements and guardrails of the house workplace.

“The senior hires in enterprise expertise, gross sales, and relationship administration, have enormously enhanced our potential to infuse merchandise and expertise with enterprise know-how,” stated Scott White, FMG’s Chief Government Officer. “The enlargement has enabled us to increase our management place within the enterprise house by giving company dwelling places of work a totally enterprise-ready, scalable, and easy-to-use answer to assist their advisors leverage digital advertising to develop their companies, talk extra authentically and persistently with their shoppers, 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 dwelling office-authored content material for Advertising and marketing touchdown pages.
  • Artistic Lockdown for Writer e 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 might be revealed to enterprises’ Collections.

Integration & Compliance:

  • Writer & Compliance Person SSO for dwelling workplace portal entry to FMG instruments.
  • Auto-Provisioning subscriber accounts from dwelling 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 Sorts.

Person Expertise & Accessibility:

  • Enterprise Analytics Dashboard for real-time insights about customers, shoppers, and content material.
  • Householding Assist for shared e 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 progress 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,” 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 significantly. I’m so happy with our crew and the arrogance our enterprise prospects have positioned in us, and the current enlargement is a transparent testomony to the worth we ship and our potential to successfully help their progress targets. Our aim is to present 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 panorama, serving to them nurture shoppers, entice prospects, and drive measurable enterprise progress.”

“After an in depth evaluation course of, we couldn’t be extra thrilled with our determination to work with FMG,” stated 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 expertise coupled with teaching and consulting applications that assist them leverage finest practices to gasoline progress and retention. Our shoppers have embraced the easy-to-use platform as a result of it helps them interact shoppers and prospects throughout their web sites, e 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 applications to prioritize consumer service, relationship constructing, and enterprise progress.”

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

About FMG Suite

FMG powers an all-in-one advertising platform that helps greater than 40,000 monetary advisors and insurance coverage brokers keep related with shoppers 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 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 Greatest Advertising and marketing 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 finest practices with cutting-edge expertise to present its prospects a aggressive benefit. For extra data on FMG Suite and its progressive advertising options, please go to www.FMGsuite.com.

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