FMG Suite
FMG Suite provides a comprehensive marketing platform tailored for financial professionals, featuring tools for email marketing, social media, and more, integrated with major CRMs and enhanced by a dedicated marketing team.
Services
FMG Suite offers a comprehensive marketing platform tailored for financial advisors and other financial professionals. Their services include tools for email marketing, social media management, event planning, and greeting card services. Clients can utilize a visual editor, blog studio, SEO tools, and lead generation features. In addition, FMG Suite provides copywriting services, modernizing clients' websites with ease. The platform also features a content library with marketing automation tools and one-click compliance for simple content approval.
Client Segments
FMG Suite serves a diverse array of financial professionals. Their client base includes financial advisors, registered investment advisors (RIAs), broker-dealers, wealth management firms, RIA aggregators, banks, credit unions, and insurance agents. By catering to this broad spectrum, FMG Suite ensures that each client receives services tailored to their specific industry needs.
Integration and Technology
FMG Suite offers integration with major customer relationship management (CRM) systems, allowing for seamless synchronization and management of marketing activities. Their all-in-one solution encompasses content creation, marketing automation, compliance technology, and accessibility tools. This integration ensures that financial professionals can manage their marketing efforts effectively and efficiently from a single platform.
Educational Resources and Support
FMG Suite provides webinars and educational resources designed to help clients enhance their marketing strategies and optimize business operations. They also have a dedicated marketing team available to assist clients with their monthly marketing plans and execution. This comprehensive support system is aimed at ensuring the success and satisfaction of their clients.
Customer Satisfaction and Recognition
FMG Suite is recognized for its high level of customer satisfaction. The company has been voted #1 in customer satisfaction for three consecutive years in Inside Information’s T3 Software Survey Report. This accolade highlights FMG Suite’s commitment to providing exceptional service and effective marketing solutions for financial professionals.