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FMG Named “Best Overall Fintech Software” in the 2024 Fintech Breakthrough Awards

FMG Suite

FMG has relationships with the leading independent broker-dealer networks and integrations with several widely used wealthtech platforms. Last year, FMG customer websites received more than 70 million views, FMG customers sent over 308 million emails, 59% of which were automated, and customers shared a total of 2.2

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The Complete Guide to Channel Sales

Salesforce Marketing Cloud

Whether you’re launching a channel to scale more efficiently, tap into new markets, or meet customer needs, this guide can help. These intermediaries go by many names in different contexts: partners, resellers, dealers, distributors, brokers, agents, affiliates — the list goes on. Independent brokers or agents. Distributors.

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Making Moves in 2024: Winning Tactics to Dominate the Supply Chain Market

SalesIntel

With this in mind, Chelsea Madden, VP of Customer Success and Partnerships at SalesIntel, and Kara Smith Brown, CRO & Founder of LeadCoverage , partnered on an in-depth webinar to provide supply chain marketers with key sales and marketing tactics to create a commanding presence market presence in 2024.

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FMG Adds Integrated And Compliant Texting Capabilities To Its Platform Through Acquisition of MyRepChat

FMG Suite

The platform presents exceptional customization options, allowing financial advisors to efficiently and compliantly use texting to communicate with clients and prospects. “This partnership is a natural and logical evolution for our platform, extending our capabilities and benefits to FMG’s customer base.

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Insurance Customers Aren’t Afraid To Leave You — Here Are 3 Ways To Retain Them

Salesforce Marketing Cloud

We discovered that 33% of insurance customers switched providers in the last 12 months. Recognizing these gaps in customer service is essential for improving insurance customer retention. Is your service wowing customers? We surveyed leading financial services execs on their customer service strategies.

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FMG Achieves 400% Growth in Enterprise Relationships, Enhances Offering

FMG Suite

.” 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.

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Video for Financial Services: Banking and Beyond

Vidyard

In recent years, FinServ organizations have started to embrace digital transformation, providing tools and platforms (such as digital banking and support chat) that enable customers to perform finance management tasks more efficiently while catering to a younger demographic. million insurance agents, brokers, and service employees in the U.S.