Overwatch, Sidekick, and Muse facilitate compliance review, act as a personal assistant, and help advisors write custom marketing content, reinforcing FMG’s leadership in embedded AI solutions
San Diego, CA, June 10, 2025 – FMG, a leading SaaS provider of marketing automation, content, and websites for financial advisors, today announced the rollout of three new AI-powered solutions: Overwatch, Sidekick, and Muse.
Each tool is designed to help financial advisors and compliance teams save time, work more efficiently, and create high-quality marketing content.
Overwatch: Real-Time Compliance Support to Save Time and Reduce Revisions
Overwatch is an AI Coach that finds language likely to be flagged by compliance teams, helping advisors identify and address issues as they create content. By providing instant recommendations, Overwatch helps advisors submit marketing materials that move through compliance review faster and with fewer edits, saving time for both advisors and compliance teams.
Additional Overwatch features, including content comparison, policy risk scoring, and one-click corrections, are planned for release later this year.
“Overwatch helps reduce compliance friction so advisors can move faster while giving compliance teams confidence that every submission has been pre-screened,” said Dave Christensen, Chief Product and Technology Officer at FMG.
Sidekick: Like Having a Personal Marketing and Support Assistant at Your Fingertips
Launching this quarter, Sidekick gives advisors instant, in-platform support, making it easier and faster to get the help they need. Through a conversational interface, advisors can ask questions about everything from platform “how-tos” and technical support to marketing best practices.
Sidekick taps into FMG’s full Knowledge Base, platform resources, plus webinars, blogs, and the marketing insights of FMG thought leaders Samantha Russell and Susan Theder. Advisors can find immediate answers to improve their marketing, troubleshoot issues, and take action without waiting for a support response.
Future Sidekick enhancements will include intelligent scheduling, calendar insights, and personalized performance nudges to help advisors maximize their marketing results.
“Sidekick gives advisors the instant support they need, right inside the platform,” said Scott White, CEO of FMG. “It’s about helping them move faster, work smarter, and get answers exactly when they need them.”
Muse: Custom, Personalized Content Creation in Less Time
Launching this summer, Muse helps advisors quickly generate emails, blog posts, and social media content based on their defined goals, target audience, tone, and voice style.
By capturing the advisor’s intent up front, Muse produces marketing content that is sharper, more relevant, and aligned with both best practices and compliance standards. Future enhancements will include brand voice personalization across the FMG library through a “voice print”, ensuring that every piece of content reflects each advisor’s unique communication style.
“Muse is a game-changer because it saves advisors time while helping them create marketing that is strategic, effective, and distinctly theirs,” said Susan Theder, Chief Experience and Compliance Officer at FMG. “It’s like having a marketing coach, writer, and compliance team working alongside you at every step.”
AI Innovation That Moves Marketing and Compliance Forward
FMG’s AI strategy is focused on practical innovation: embedding AI across every part of the platform to help advisors create more impactful marketing and help compliance teams review content more efficiently.
“We’re proud to be leading the way in using AI not just to speed things up, but to make marketing more effective and easier for financial professionals,” added Christensen. “FMG’s approach is about making AI work for advisors—giving them better tools, saving them time, and driving better results.”
About FMG
FMG is an all-in-one marketing platform that assists financial advisors and insurance agents in attracting new leads, staying connected with clients, and growing their businesses. Consistently rated first in market share and customer satisfaction from 2019 to 2024 in the T3 Software Survey Report, FMG helps its customers develop comprehensive marketing strategies and automate their most effective marketing tactics.
