Remove broker report survey
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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 million social media posts.

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See How Predictive Analytics Can Give Your Insurance Agency an Edge

Salesforce Marketing Cloud

In a nutshell — predictive analytics enables brokers to grow faster by helping them to: Do more with less by simplifying your workflows Spend time where it counts and help clients fill coverage gaps Recruit new talent and customers Not just a 360-degree view — a 360-degree action plan. Do more with less by simplifying your workflows.

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The power of customer data across the journey: Acquisition

Martech

As third-party cookies face deprecation and stricter consumer data privacy regulations emerge, prioritize improving customer data quality instead of depending solely on third-party data brokers. Take Martech’s 2024 Salary and Career Survey From AI to layoffs, it’s been quite a year. What about data privacy?

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Third Party Data Is Not Dead Yet

Customer Experience Matrix

The culprit was to be the EU’s General Data Protection Regulation, which would cut off the flow of personal data to third party brokers and, even more devastatingly, prevent marketers from buying third party data for fear it wasn’t legitimately sourced. The irony is that reports of GDPR impact seem to have been greatly exaggerated.

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Why Clients Don’t Value Your Ability

Marketing Craftmanship

Insurance companies, for example, report that doctors who admit their mistakes and apologize to patients are rarely sued. Successful stock brokers report that they seldom lose clients for poor portfolio performance, if they are quick to explain why it happened and what’s being done to improve it.

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

Salesforce Marketing Cloud

Policyholders can hear from many different people — contact center agents, service managers, and agents and brokers — often making it hard for them to get the kind of attention they want. We surveyed leading financial services execs on their customer service strategies. Read the report. Is your service wowing customers?

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A Simple, Straightforward Guide to IDX in Real Estate

Hubspot

A 2017 small business study reported 71% of small businesses have a website to market their products and services. In a 2017 survey of homebuyers and sellers, the National Association of Realtors (NAR) found 42% of buyers begin their home search online, and 90% of sellers list their homes on the Multiple Listing Service (MLS).