FMG Suite Launches Marketing Suite Business Edition for Mid-Market Financial Firms

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Specifically Designed for Mid-Market RIAs, Banks, and Credit Unions to Streamline Advisor Marketing Efforts and Drive Growth

FMG Suite, a leading SaaS company specializing in marketing software for financial advisors, has launched the Marketing Suite Business Edition. This comprehensive product is designed specifically for mid-market financial firms, including RIAs, banks, and credit unions, addressing their unique challenges in managing multi-advisor marketing efforts, compliance, and client engagement.

Addressing Mid-Market Challenges

Identified Opportunity: FMG’s market research highlighted a gap in existing offerings for mid-sized firms, which are often not well-served by products aimed at smaller retail or larger enterprise clients.
Tailored Solution: Marketing Suite Business Edition bridges this gap by providing essential tools tailored to the specific needs and complexities of mid-sized institutions.

Key Features of Marketing Suite Business Edition

Advisor Licenses: Includes five workspaces (advisor licenses) with an option to add up to 30 for larger teams.
Contact Capacity: Accommodates up to 100,000 marketing contacts to meet mid-market needs.
Content Distribution: Enhanced Publisher tool streamlines content sharing across advisors.
Dedicated Support: Personalized assistance ensures a seamless user experience.
Enhanced Security: Access to streamlined risk assessments, SOC II reports, and Single Sign-On (SSO) options simplifies compliance.

Benefits for Mid-Market Firms

Multi-Advisor Publishing: Enables multiple advisors within an RIA, bank, or credit union to publish client-approved, timely content across all marketing channels.
Compliance Streamlining: Simplifies the compliance process for advisors and internal compliance teams.
Increased Client Engagement: Delivers timely, relevant, and personalized content to end-clients.
Advisor Recruiting and Retention: Provides a value proposition that contributes to advisor recruiting, retention, and organic growth.

Cost-Effective Growth Solution

Affordable Pricing: Marketing Suite Business Edition is available for a monthly fee of $1,199 with a one-time setup fee of $1,500.
Simplified Features: Offers complex features in a simplified manner to facilitate efficient operation and growth within the mid-market segment.

Expert Insights

Chief Product Officer’s Statement: Dave Christensen emphasizes FMG’s understanding of the needs and goals of mid-market firms, highlighting the company’s commitment to leveraging marketing technology for business growth.
CEO’s Perspective: Scott White discusses FMG’s investment in mid-market technology and the enhanced ability to provide scalable and easy-to-use solutions.

The launch of FMG Suite’s Marketing Suite Business Edition marks a significant advancement for mid-market financial firms. With tailored features and benefits, FMG Suite is set to empower RIAs, banks, and credit unions to enhance compliance, streamline marketing efforts, and engage clients more effectively.