New Brand Reflects the Cumulative Impact of Its Acquisitions, Industry-Leading Thought Leadership, and New Product Enhancements

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors, 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.

“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. “We are addressing this with our new mobile-enabled and AI-powered content tools that make it easy for advisors to access and share timely content from their phones. And for those who would rather delegate, we’re introducing a “Do It For Me” offering led by marketing thought leaders Samantha Russell and Susan Theder.”

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New platform enhancements:

• Mobile App. 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. The app sends the advisor an alert when timely content is posted, and it can be shared to their email lists and social media sites with a simple swipe on their phone.
• “Do It For Me Marketing.” FMG thought leaders Samantha Russell and Susan Theder will develop monthly marketing plans for advisors including their recommended social media and email activities. They will personally write the exclusive content as part of the new “Sam and Susan Content Collection” and complement it with their favorite picks from FMG’s award-winning library. A team of marketing consultants will then execute the calendar on behalf of the advisor.
• Inline Website Editing. The combination of the FMG and Twenty Over Ten website platforms has created one of the most sophisticated and easy-to-use website editing experiences available in the wealth management industry. Advisors now can edit webpage content in real-time, with no need to preview or edit offline, while still maintaining the ability to create new designs and sections without any coding. Advisors see their edits as they make them, saving significant time and effort.
• Video Blog. Advisors can upload a video blog to the platform, and FMG will automatically create an animated GIF that they can share through email, social media, and websites with the push of a button.
• Reputational Management. FMG’s Reputational Management tool – currently in beta with a group of RIAs – can automate the delivery of Net Promoter Score (NPS) surveys to clients. It will also aggregate and categorize the results from negative to positive within a custom dashboard integrated within the FMG platform. To help advisors capitalize on the new SEC Marketing Rule allowing testimonials, the tool can also enable advisors to trigger an email requesting a Google review based on achieving a certain NPS threshold.

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Rebrand

The rebrand reflects the cumulative impact of FMG’s acquisitions, marketing thought leadership, and new product offerings. The addition of industry executives Samantha Russell and Susan Theder, as well as senior hires in enterprise technology, sales, and relationship management, has enhanced the company’s ability to infuse products and technology with marketing best practices and enterprise know-how.

Susan Theder, Chief Marketing and Experience Officer at FMG, said, “Our rebrand coupled with the launch of these cutting-edge capabilities reinforce our mission to make it easy for financial advisors to market authentically and, most importantly, effectively. Our new motto, “Our expertise is showing off yours,” captures the essence of what we do for advisors. We are leading with our marketing expertise and have a technology platform that’s designed to enable the execution of those best practices across every channel and medium.”

In addition to the new brand identity, FMG has also released new product packages that allow customers to purchase its popular marketing automation and website products separately.

“The separation of websites and marketing tools enables us to create an ascendant journey for advisors whether they are just starting out or are at the highest level of marketing sophistication. It simplifies our offering and makes it easy for an advisor to pick the package that best meets their business goals, whether that’s marketing their business, modernizing their website, or both,” said Dave Christensen, Chief Product Officer of FMG.

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