Home Financial Advisor FMG Achieves 400% Development in Enterprise Relationships, Enhances Providing

FMG Achieves 400% Development in Enterprise Relationships, Enhances Providing

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FMG Achieves 400% Development in Enterprise Relationships, Enhances Providing


SAN DIEGO, Calif., Could 16, 2023 – FMG Suite, a number one SaaS firm specializing in advertising content material, automation, and web sites for monetary advisors, right now 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 know-how devoted to the enterprise enterprise, coupled with new product choices and the growth of its place as a revered {industry} thought chief.

“We have been seeking 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 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 channels with out coping with separate compliance submissions. Our advertising providing has been a sport 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 know-how associate.”

The FMG platform affords 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 keeping with one giant enterprise buyer, on common, advisors utilizing the platform obtain YOY income development that’s 45% increased than non-users.
  • An all-in-one, custom-branded advertising platform and private-labeled cell app supporting web sites, electronic mail, social media, social promoting, lead technology, 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 channels from one dashboard.
  • Built-in compliance workflows that enormously scale back compliance groups’ workloads and save advisors time by routinely 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 know-how, gross sales, and relationship administration, have enormously enhanced our skill to infuse merchandise and know-how with enterprise know-how,” stated 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 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 Internet Content material for residence office-authored content material for Advertising and marketing touchdown pages.
  • Artistic Lockdown for Writer electronic mail, internet, and social content material.
  • Video E-mail assist for templates linked to touchdown pages with embedded movies.
  • Generative AI Content material for Curator captions in a customized voice.
  • Downloadables/attachments might 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 assist, along with current integrations with SalesForce, Redtail, Wealthbox, and Ebix.
  • Compliance Roles for accessing and prioritizing instances by Content material Varieties.

Consumer Expertise & Accessibility:

  • Enterprise Analytics Dashboard for real-time insights about customers, shoppers, and content material.
  • Householding Assist for shared electronic mail addresses.
  • Social Publish 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 exhibits our deep understanding of the wants, objectives, and ache factors of broker-dealers, giant 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 know-how, and we take that very critically. I’m so happy with our crew and the arrogance our enterprise prospects have positioned in us, and the latest growth is a transparent testomony to the worth we ship and our skill to successfully assist their development goals. Our purpose is to present them peace of thoughts that we’ll maintain their agency and advisors forward of the curve because it pertains to the ever-evolving advertising panorama, serving to them nurture shoppers, appeal to prospects, and drive measurable enterprise development.”

“After an in depth overview 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 know-how coupled with teaching and consulting applications that assist them leverage finest practices to gas development and retention. Our shoppers have embraced the easy-to-use platform as a result of it helps them have interaction shoppers 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 applications to prioritize shopper 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 platform and cell 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 Finest Advertising and marketing Automation and Social Media Platform. Primarily based in San Diego, CA, with satellite tv for pc workplaces nationwide, FMG is a thought chief in combining advertising finest practices with cutting-edge know-how 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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