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FMG Suite
FMG Suite Employees
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Dave Christensen
Chief Product & Technology Officer
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Jacqueline Montes Bornstein
VP of Websites & Digital Marketing
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Scott White
President, Chief Executive Officer & Executive Board Member
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FMG Suite's Marketing Platform
FMG Suite offers a comprehensive marketing platform specifically designed for financial advisors. The platform includes a variety of tools such as email marketing, social media management, event planning, and greeting card services. With these features, financial professionals can streamline their marketing efforts, ensuring consistent and effective client communication. The platform's integration with major CRMs ensures seamless synchronization and management of marketing activities, making it an all-in-one solution for financial advisors and related professionals.
FMG Suite's Website Modernization Tools
To help financial professionals modernize their online presence, FMG Suite provides a visual editor, blog studio, SEO tools, lead generation, and copywriting services. These tools enable clients to create engaging, SEO-optimized content that attracts and retains visitors. The platform's content library, combined with marketing automation tools and one-click compliance, makes content approval easy and efficient. This focus on website modernization ensures that financial advisors can present a professional and current online image to their clients and prospects.
FMG Suite's Target Audience
FMG Suite serves a diverse range of financial professionals, including financial advisors, Registered Investment Advisors (RIAs), broker-dealers, wealth management firms, RIA aggregators, banks, credit unions, and insurance agents. By catering to these varied groups, FMG Suite ensures that its platform meets the unique needs and compliance requirements of each sector. This targeted approach helps financial professionals enhance their marketing strategies and streamline their operations, ultimately leading to better client engagement and business growth.
FMG Suite's Educational Resources
FMG Suite is committed to empowering its clients with knowledge and best practices. The company hosts webinars and provides a range of educational resources to help clients improve their marketing strategies and business operations. These resources cover various aspects of digital marketing, compliance, and client engagement, allowing financial professionals to stay informed and ahead of industry trends. This dedication to education not only enhances the value of FMG Suite's platform but also builds stronger, more informed client relationships.
FMG Suite's Customer Satisfaction
FMG Suite has been recognized for its exceptional customer satisfaction, having been voted #1 in customer satisfaction for three consecutive years by Inside Information’s T3 Software Survey Report. This accolade reflects the company's commitment to providing high-quality service and support to its clients. FMG Suite employs a dedicated marketing team to assist clients with their monthly marketing plans and execution, ensuring that each client receives personalized and effective support. This focus on customer satisfaction helps FMG Suite maintain its reputation as a trusted partner for financial professionals.
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