Browsing Tag

FMG Suite

FMG Suite Recognized For DEI Initiatives In WealthManagement.com 2021 Industry Awards

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced that it has been selected as a finalist in WealthManagement.com 2021 Industry Awards for its commitment to diversity, equality and inclusion. Now in its seventh year, the WealthManagement.com Industry Awards honors individuals and business initiatives that help financial advisors better serve their clients. This year, there were more than 900 entries submitted and 221 different…

Agency Revolution Named By WealthManagement.com As Top Insurance Technology Provider In 2021 Industry Awards

Agency Revolution, an FMG Suite company and a leader in insurtech marketing solutions, today announced that it has been selected as a finalist in WealthManagement.com 2021 Industry Awards for its innovative Accessibility Lock™ technology. Now in its seventh year, the WealthManagement.com Industry Awards honors individuals and business initiatives that help financial advisors better serve their clients. This year, there were more than 900 entries submitted and 221 different organizations were selected as finalists. View…

FMG Suite Unveils New Lead Generation Capabilities

Comprehensive lead generation tools support financial professionals in attracting and converting more prospects FMG Suite, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the integration of new lead generation capabilities into the FMG Suite platform. Marketing Technology News:Why Brands Should Ramp Up Their OTT Marketing Strategies Unlike organic inbound marketing efforts, which require a long-term time investment, lead…

FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC Marketing Rule

Fintech Industry Leader Unveils Solutions to Address Growing Digital Marketing Needs for Financial Professionals FMG Suite, a SaaS company specializing in marketing software and services for financial professionals, and its recently acquired brand Twenty Over Ten today announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing. Largely untouched for decades, the SEC's modernized marketing rule now permits investment advisors to use testimonials and…

FMG Suite Announces Strategic Acquisition of Twenty Over Ten

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced it has completed the acquisition of Twenty Over Ten, a company delivering a SaaS-based digital marketing platform for financial professionals. “We’re impressed with what Twenty Over Ten has built in a relatively short time and we look forward to integrating our solutions to deliver the products and services we know are most sought after today by financial professionals, RIAs, and independent…

FMG Suite Makes Strategic Executive Hires

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced the appointment of Patti Newcomer as its Chief Marketing Officer (CMO) and Rob Patrick as its Chief Sales Officer. Financial services and technology industry veteran Patti Newcomer joins FMG Suite as CMO, bringing to the role more than 30 years of executive leadership experience spanning product and marketing. During her seven years at Intuit, Newcomer was responsible for all marketing functions…

FMG Suite Adds New AI-Powered Content and Announces Record Business Growth

FMG Suite, LLC, a private San Diego-based company delivering the leading cloud-based marketing automation platform for financial service professionals, announced the addition of Curator™––an artificial intelligence-powered engine––to its content library. With this addition and other planned product enhancements in 2020, FMG Suite is poised to continue its solid growth trajectory. In the last four years, the company added thousands of financial service professionals as customers, executed Enterprise License Agreements with…

MyRepChat Announces Integration with FMG Suite

Integration Enables MyRepChat Financial Advisors to Share Fmg Suite Content with Clients with Secure Text Messaging MyRepChat, the leader in compliant texting solutions for the financial services industry, announced that it has completed an official integration with FMG Suite, the leading marketing software and services platform for financial advisors. The integration allows a MyRepChat user who has a subscription to FMG Suite to access and distribute content from the extensive FMG Suite content library to their clients…