Associated tags: Software, Automation, Software as a service, FMG, Social media, RIAS, Financial adviser, SAN, Human, Blog, Experience
Locations: UNITED STATES, CALIFORNIA, BANK, CA
Retrieved on:
Tuesday, September 19, 2023
Communication,
Software as a service,
Experience,
Partnership,
Marketing,
DLP,
Data loss prevention software,
Acquisition,
Investment,
CRMS,
SAN,
CRM,
FMG,
Family,
Automation,
Financial adviser SAN DIEGO, Sept. 19, 2023 /PRNewswire/ -- FMG Suite, a leading SaaS company specializing in marketing content, automation, and websites for financial advisors, today announced its acquisition of MyRepChat, the number one client text messaging platform for regulated industries. FMG will leverage its investment in MyRepChat's leading technology chassis to augment its capabilities and extend its value propositions. This marks FMG's eighth acquisition in seven years, exemplifying the company's ongoing expansion strategy.
Key Points:
- FMG will leverage its investment in MyRepChat's leading technology chassis to augment its capabilities and extend its value propositions.
- The platform presents exceptional customization options, allowing financial advisors to efficiently and compliantly use texting to communicate with clients and prospects.
- "The combination of a compliant, 5-star texting solution integrated into our FMG marketing platform unlocks enormous opportunities for financial advisors.
- The MyRepChat platform continues to bolster FMG's offerings, adding comprehensive, compliant, and efficient text messaging capabilities to its already robust suite of solutions.
Software,
Finance,
Marketing,
Consulting,
Communications,
Professional Services,
Technology,
Fintech,
Software as a service,
Research,
Collection,
Growth,
FMG,
Social media,
Roger Theder,
Sales,
Nitrogen This collaboration seamlessly integrates the email marketing and website creation capabilities of the FMG digital marketing platform with the risk alignment, financial planning, proposal generation, and client engagement tools of the Nitrogen Growth Platform.
Key Points:
- This collaboration seamlessly integrates the email marketing and website creation capabilities of the FMG digital marketing platform with the risk alignment, financial planning, proposal generation, and client engagement tools of the Nitrogen Growth Platform.
- Available immediately to subscribing mutual customers, the new integration makes the complete Nitrogen marketing toolkit – including the lead generation questionnaire – available as a collection within the FMG all-in-one marketing and website creation platforms.
- Firm leaders and individual advisors can learn more about the new FMG and Nitrogen integration by visiting here .
- Teams from FMG and Nitrogen will be on hand to showcase the combined solution live from Nitrogen’s Fearless Investing Summit .
Software as a service,
Partnership,
SSO,
Senior,
Baird,
Marketing,
Blog,
Support,
Locator,
Human,
CMO,
YOY,
Salesforce,
Microsoft Dynamics,
CRM,
Growth,
RIAS,
ROI,
Credit union,
FMG,
Red tail,
Social media,
Automation,
Financial adviser,
Automotive industry,
Sales,
Publishing,
Risk management 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 of its enterprise business relationships since 2021. This growth is a result of FMG's investment in people and technology dedicated to the enterprise business, coupled with new product offerings and the expansion of its position as a respected industry thought leader.
Key Points:
- Our marketing offering has been a game changer for our advisors and concurrently helped establish a competitive edge for our firm that meaningfully supports our talent recruiting efforts.
- FMG's enterprise experience and expertise made them the ideal choice as our trusted marketing technology partner."
- The FMG platform offers several key benefits to Enterprise customers, including:
A firm-level value proposition that contributes to advisor recruiting, retention, and organic growth.
- According to one large enterprise customer, on average, advisors using the platform achieve YOY revenue growth that is 45% higher than non-users.
Software as a service,
Chief experience officer,
GPT,
Social media,
Software,
Workload,
SAN,
Marketing,
Automation,
OpenAI,
Human,
FMG,
Acquisition,
Mobile phone,
Publishing SAN DIEGO, March 7, 2023 /PRNewswire/ -- FMG Suite, a SaaS company specializing in marketing software and services for financial advisors, today announced the launch of a new AI-powered content personalization engine for social media content.
Key Points:
- SAN DIEGO, March 7, 2023 /PRNewswire/ -- FMG Suite, a SaaS company specializing in marketing software and services for financial advisors, today announced the launch of a new AI-powered content personalization engine for social media content.
- Together, these platforms allow FMG to provide compliant, one-click personalization of its content, starting with social media posts and expanding to emails, blog posts, video scripts, newsletters, landing pages, and more.
- Since the Vestorly acquisition, FMG has been engineering GPT to personalize content by personas, summarize articles, and create engaging social posts.
- "Content marketing is the one undebatable ingredient of successful financial advisor marketing," said Susan Theder, Chief Marketing and Experience Officer.
Retrieved on:
Wednesday, November 9, 2022
Marketing,
Software,
Human,
Compliance,
FMG,
Solution,
SAN,
PR,
RIAS,
CEO,
Education,
Partnership,
Public relations,
Adviser,
RIA,
Multimedia,
Experience,
Automation,
Technology,
Time,
Financial adviser,
Tutoring,
Iron ore LOS ANGELES and SAN DIEGO, Nov. 9, 2022 /PRNewswire/ -- FiComm Partners, the wealth management industry's award-winning full-service marketing and PR agency, and FMG, the award-winning technology firm specializing in advisor marketing software and services, announced today a ground-breaking partnership to provide financial advisors with an end-to-end organic growth solution.
Key Points:
- The partnership enables customers of FMG's all-in-one marketing solution to leverage a unique, customized marketing coaching program led jointly by thought leaders from FiComm and FMG to help advisors more effectively differentiate their businesses and drive deeper connections with clients and prospects.
- The partnership is designed to propel advisor growth by coupling FMG's marketing automation tools with FiComm's Advisor Growth Marketing Solutions.
- This coaching program will help advisors optimize their digital marketing on the FMG platform, develop their own video content, build digital prospect and client workflows, and launch and promote podcasts and events to drive leads and convert new business.
- "We are extremely excited to partner with FMG to bring this joint coaching program to the thousands of advisors using FMG to grow their businesses."
NPS,
Vlog,
Calendar,
Automation,
Social impact assessment,
Experience,
Software,
CA,
Hotel manager,
FMG,
Leadership,
Industry,
Blog,
RIAS,
Net,
Mobile app,
Marketing,
SEC,
Software as a service,
CEO,
Technology,
Social media,
Retail,
Management,
Online shopping,
Google SAN DIEGO, May 3, 2022 /PRNewswire/ -- FMG Suite, a SaaS company specializing in marketing software and services for financial advisors, today announced the introduction of innovative enhancements to its platform and a refresh of its brand to reflect its increasingly prominent position as a marketing thought-leader. The company also announced its decision to empower customers to purchase its popular marketing and website products separately.
Key Points:
- "The role of digital marketing for financial advisors has changed drastically in the last two years.
- It has gone from being optional to mission-critical, and many advisors are feeling overwhelmed," said Scott White, CEO.
- This award-winning app gives advisors access to FMG's entire customizable content library, including AI-driven curated content from the most well- known media outlets.
- FMG thought leaders Samantha Russell and Susan Theder will develop monthly marketing plans for advisors including their recommended social media and email activities.
Trust,
Leadership,
Financial Technologies Group,
Marketing,
Automation,
RIAS,
Compliance,
Software as a service,
Digital banking,
Wealth management,
CEO,
Financial technology,
Hobby,
Software,
Artificial intelligence,
Technology,
Small business,
CA,
SAN,
Social media,
Regulatory technology,
Public relations,
Bank,
Financial adviser,
Payment,
Investment SAN DIEGO, March 22, 2022 /PRNewswire/ -- FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced that it has been named "Best Overall FinTech Mobile App" in the sixth annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market today.
Key Points:
- SAN DIEGO, March 22, 2022 /PRNewswire/ -- FMG Suite , a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced that it has been named "Best Overall FinTech Mobile App" in the sixth annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough , an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market today.
- The 2022 FinTech Breakthrough Award program attracted more than 3,950 nominations from across the globe.
- We extend our sincerest congratulations to the FMG Suite team on being our choice for the 'Best Overall FinTech Mobile App' for 2022."
- The FinTech Breakthrough Awards provide public recognition for the achievements of FinTech companies and products in categories including Payments, Personal Finance, Wealth Management, Fraud Protection, Banking, Lending, RegTech, InsurTech and more.
Other Professional Services,
Software,
Finance,
Consulting,
Banking,
Small Business,
Professional Services,
Technology,
Time,
Industry,
Content,
Salesforce,
Blog,
Compliance,
SEO,
Software as a service,
Marketing,
Automation,
Investment advisory,
Social media,
Partnership,
NFL,
Â,
Registered investment adviser,
Fear,
RIA,
Navy,
Seamless,
Conference,
Multimedia,
News,
Philosophy,
RIAS,
One stop shop,
FMG,
Technology,
Software,
Solution,
COO,
RFG,
CMO,
CEO,
Registered,
Financial adviser,
Public relations,
Pathfinder,
Scalability,
RFG Advisory,
FMG Suite,
RFG ADVISORY,
FMG SUITE Our launch of Pathfinder in partnership with FMG Suite gives our financial advisors the ability to connect and engage with clients and prospects across every medium in a scalable and authentic basis.
Key Points:
- Our launch of Pathfinder in partnership with FMG Suite gives our financial advisors the ability to connect and engage with clients and prospects across every medium in a scalable and authentic basis.
- Original pre-approved content Pathfinder allows RFG advisors to leverage custom content created by the RFG team as well as create their own content.
- We are excited that the Pathfinder platform will soon be available to help RFG Advisory with this critical element of their business, said Susan Theder, CMO/CXO of FMG Suite.
- FMG Suite powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with clients and grow their businesses.
Retrieved on:
Thursday, September 16, 2021
LPL,
Software as a service,
CMO,
Marketing,
Partnership,
Compliance,
SAN,
Software,
Social media,
FMG,
CEO,
LPL Financial,
Financial adviser With the FMG Suite one-click compliance experience, LPL advisors can bypass time-consuming, manual submissions processes for marketing content with one simple click.
Key Points:
- With the FMG Suite one-click compliance experience, LPL advisors can bypass time-consuming, manual submissions processes for marketing content with one simple click.
- Scott White, CEO of FMG Suite, said, "There's nothing more effective than digital marketing when it comes to helping financial advisors win new clients while growing existing client relationships.
- "Financial advisors who leverage digital marketing to reach their full business potential need the most simplified and streamlined compliance review and approval process possible," said Susan Theder, CMO/CXO of FMG Suite.
- Financial advisors, like those affiliated with LPL Financial, serve a role in helping individuals and families reach their financial and life goals.
Retrieved on:
Wednesday, September 1, 2021
Industry,
DEI,
YOY,
Cetera Financial Group,
Martech,
Growth,
Software,
Roger Theder,
Social media,
CMO,
Marketing,
Software as a service,
Awareness,
Board,
Fidelity,
SAN,
CEO,
Woman,
Advisor Group,
News,
Professional,
Technology,
Management,
Public relations SAN DIEGO, Sept. 1, 2021 /PRNewswire/ -- FMG Suite , a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced a bold move towards increasing its brand awareness and market share with the appointment of Susan Theder as the company's Chief Marketing Officer and Chief Experience Officer.
Key Points:
- SAN DIEGO, Sept. 1, 2021 /PRNewswire/ -- FMG Suite , a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced a bold move towards increasing its brand awareness and market share with the appointment of Susan Theder as the company's Chief Marketing Officer and Chief Experience Officer.
- In this role, Susan will lead all marketing functions to accelerate growth as well as steer efforts to enrich the experience for existing customers.
- "We are thrilled to welcome a senior industry leader of Susan's caliber to FMG Suite," said Scott White.
- Recently named a finalist by WealthMangement.com for its DEI initiatives , FMG Suite has collected various accolades since the start of 2021.
