FMG Wins “Marketing Automation” and “Social Media Leadership” Categories at the 2022 WealthManagement Industry Awards

Marketing technology provider wins two categories in the prestigious industry awards program.

FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced that it has been selected as the winner of the Technology Providers Marketing Automation and Social Media Leadership awards in the 2022 WealthManagement Industry Awards.

The WealthManagement Industry Awards is a yearly awards program conducted by WealthManagement.com that recognizes the broker-dealers, RIAs, thought leaders, executives and technology providers who support the advancement of financial advisors. According to WealthManagement.com, over 300 organizations submitted to the 2022 program, resulting in a record-breaking 900 nominations. 

The Marketing Automation award spotlights the products and programs using technology to improve the efficacy of multi-channel client communications and engagement to simplify the client acquisition process. 

The FMG mobile app comes equipped with compliance-ready, personalized, and AI-driven content, allowing financial advisors to share content across email and social media with a click of a button. “As the first marketing technology company to offer a mobile marketing app to financial advisors, FMG helps advisors remain agile in a volatile marketplace by streamlining the client communication process,” said Susan Theder, CMO of FMG. “Giving advisors a tool to share timely content at the right moment establishes trust and confidence while activating automations across multiple channels allows them to scale content in a matter of seconds. Lastly, our AI-driven content engine provides a wide range of relevant content for advisors to share. These three elements have been key to driving the success of our app.”

The Social Media Leadership award highlights any program or thought leader using social media to help financial advisors better interact with or serve clients.

As the Chief Evangelist of FMG, Samantha Russell helps thousands of financial advisors grow their businesses through marketing tips, strategies and data shared across multiple social media channels, including Facebook, Twitter, LinkedIn and YouTube. “By using social media to distribute data and marketing strategies focused on the next generation of investors, Samantha is helping financial advisors stay informed and ahead of industry changes,” said Susan Theder. “This information empowers advisors to make data-driven business changes to better market to leads and retain future clients, and is available in multiple mediums, across the most popular social media channels.”

In addition to the awards above, FMG was also recognized as a finalist in the Thought Leadership category. Winners of the WealthManagement Industry Awards are selected by a panel of judges comprising industry experts and leaders, reinforcing the value of FMG’s products and services.


About FMG Suite

FMG powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with clients and grow their businesses. Rated first in market share and customer satisfaction in the 2019, 2020 and 2021 T3 Software Survey Report, FMG helps its customers develop comprehensive marketing strategies and automate their most effective marketing tactics. FMG is headquartered in San Diego, CA, with satellite offices across the United States.

About WealthManagement.com

WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.

About Informa

Informa PLC is a leading international business-to-business information services Group operating in over 30 countries. Informa creates transaction-led exhibitions and content-based events, specialist data, intelligence and marketing services products, as well as scholarly research and specialist reference-led academic content. Informa products and services help businesses and professionals connect, learn, do business and gain an edge over the competition. Informa is listed on the London Stock Exchange and is a member of the FTSE 100.

FMG Press Contacts

Susan Theder
Chief Marketing & Experience Officer
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