Home Financial Advisor FMG Acquires MyRepChat – FMG

FMG Acquires MyRepChat – FMG

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FMG Acquires MyRepChat – FMG


SAN DIEGO, July 13, 2023 – FMG Suite, a number one SaaS firm specializing in advertising and marketing content material, automation, and web sites for monetary advisors, right now introduced its acquisition of MyRepChat, the primary consumer textual content messaging platform for regulated industries. FMG will leverage its funding in MyRepChat’s main know-how chassis to reinforce its capabilities and lengthen its worth propositions. This marks FMG’s eighth acquisition in seven years, exemplifying the corporate’s ongoing enlargement technique. 

MyRepChat’s modern platform is tailor-made to fulfill the distinctive communication wants of the monetary recommendation trade, with quite a few options and integrations that drastically improve advisor-client relationships. The platform presents distinctive customization choices, permitting monetary advisors to effectively and compliantly use texting to speak with shoppers and prospects.

“MyRepChat has reworked the way in which monetary advisors talk, making a platform that permits compliant textual content messaging that seamlessly integrates with their current cellphone numbers, CRM, and operational workflows,” stated Scott White, CEO of FMG. “We’re thrilled to carry their experience into our platform and proceed our mission of offering the most effective advertising and marketing instruments for monetary advisors whereas protecting in thoughts the significance of regulatory compliance. The combination of this know-how with our FMG platform will set a brand new bar for advertising and marketing know-how options that not solely facilitate advertising and marketing finest practices however achieve this in a method that ensures adherence to all regulatory necessities.”

MyRepChat gives a variety of options via its core worth propositions, together with textual content and group messaging, a digital assistant to automate triggered communications, complete compliance options, scheduling choices, auto-forwarding, customizable workflows, and integration with all main CRMs. Moreover, the platform comes with superior Information Loss Prevention (DLP) options.

“We’re excited to welcome MyRepChat into the FMG household and plan to make important investments within the platform to carry new enterprise-level capabilities to our broker-dealer shoppers and, on the identical time, enhance the cellular expertise for MyRepChat’s monetary advisor customers,” stated Dave Christensen, chief product officer of FMG. “The mixture of a compliant, 5-star texting answer built-in into our FMG advertising and marketing platform unlocks huge alternatives for monetary advisors. We’re thrilled to be a pacesetter in redefining advisor advertising and marketing and consumer communications inside a consistently evolving regulatory panorama.”

Together with FMG, MyRepChat goals to revolutionize how monetary advisors have interaction with their shoppers and prospects, additional augmenting FMG’s strong, all-in-one answer to incorporate texting, the popular channel for one-to-one communication.

“MyRepChat has at all times admired FMG for its modern strategy in supporting monetary advisors to leverage advertising and marketing and develop their companies,” stated Derrick Girard, CEO of MyRepChat. “This partnership is a pure and logical evolution for our platform, extending our capabilities and advantages to FMG’s buyer base. We’re excited to affix forces with the market chief in advisor advertising and marketing know-how and are wanting ahead to the big advantages our mixed strengths will carry to our clients.”

The acquisition of MyRepChat aligns completely with FMG’s mission to make it straightforward for monetary advisors to execute extremely efficient advertising and marketing efforts throughout all mediums and channels from one dashboard. The MyRepChat platform continues to bolster FMG’s choices, including complete, compliant, and environment friendly textual content messaging capabilities to its already strong suite of options. By integrating such a number one consumer textual content messaging answer, FMG strengthens its place as a market chief and extends its model promise to be a key differentiator for its monetary advisor clients’ companies.

“Because the digital panorama continues to evolve, so do the communication expectations of shoppers. The addition of MyRepChat to the FMG platform revolutionizes the way in which our advisors can join with their shoppers and prospects,” stated Susan Theder, chief advertising and marketing officer of FMG. “Think about the ability of including a chat function to an advisor’s web site that seamlessly and compliantly integrates with the advisor’s workplace cellphone quantity registered with MyRepChat. As an alternative of allocating sources to handle a chat function, incoming web site chat messages would seem as a textual content on the cellphone of a delegated group member(s). This implies their designated employees member may very well be on the seaside but nonetheless seamlessly reply to a chat message from a prospect visiting their web site – all in a totally compliant method.” Theder continues, “Or, take into account the influence of designing a complete consumer onboarding communication journey. With the FMG platform and MyRepChat integration, an advisor will be capable of orchestrate a marketing campaign that features well-timed e mail and textual content communications, exceeding consumer expectations and growing the chance of referrals. The sport has modified for our advisors, and we’re excited to be on the forefront of this evolution.”

About FMG
FMG powers an all-in-one advertising and marketing platform that assists monetary advisors and insurance coverage brokers in attracting new leads, staying linked with shoppers, and rising their companies. Constantly rated first in market share and buyer satisfaction from 2019 to 2023 within the T3 Software program Survey Report, FMG helps its clients develop complete advertising and marketing methods and automate their handiest advertising and marketing techniques. FMG is headquartered in San Diego, CA, with satellite tv for pc places of work throughout the US.

About MyRepChat
Established to facilitate efficient and compliant communications within the monetary trade, MyRepChat has confirmed to be the main consumer textual content messaging answer for regulated industries. MyRepChat gives superior communication capabilities with a eager give attention to compliance, permitting customers to import contacts, schedule messages, and create customizable workflows. MyRepChat is headquartered in Bloomington, MN.

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