FMG Suite | Enterprise Success Case Waddell & Reed

Enterprise Products Used

FMG Suite Amplify

Empower advisors to effortlessly expand their reach and better engage clients through email sequences and automated email campaigns, with access to both FMG Suite and Waddell & Reed’s custom, branded, email library.

FMG Suite Publisher

Simplified content distribution for broker-dealers. Waddell & Reed created, centralized and published their original content to all of their advisors. Unified communication made easy.

FMG Suite Locator

Custom-branded locator that ensured prospects could easily find all advisors in their area, and quickly connect with them.

FMG Suite’s platform allowed us to create a consolidated digital marketing program for advisors that offers industry-leading features at a cost-effective price.

Brian Cody | VP of Digital Media

FMG Suite’s platform allowed us to create a consolidated digital marketing program for advisors that offers industry-leading features at a cost-effective price.

Brian Cody | VP of Digital Media

Partnership with FMG Suite

Upon demonstration of FMG Suite, Waddell & Reed quickly knew the solution offered what it needed – a robust, multi-channel tool designed specifically for financial advisors and available at an attractive price point.

The Waddell & Reed leadership team further explored the FMG Suite platform and found it was well-optimized for email, web, and social media, while offering flexibility to work with a range of needs. They liked that FMG Suite is constantly evolving and updating its product and is committed to adding features as advisor need requires and his team requests. The team was confident that a partnership with FMG Suite met Waddell & Reed’s business goals and overall vision.

Since launching in summer 2018, advisor feedback has been strong and positive, with particular emphasis on the email marketing tool, flexible platform, and customizable website templates.

Waddell & Reed’s goal of high adoption and usage increased leads and broad improvements in advisor communications and marketing are already being realized. Since the partnership began, an average of 80 advisor websites a month have migrated to FMG Suite websites. Among advisors, 78% have adopted FMG Suite’s automated campaigns, with more than 1,300 campaigns running on a monthly basis.

Advice to Other BDs Facing the Same Issues

“While offering multiple tools may offer a certain amount of variety, we found that lack of continuity was a shortcoming of this approach,” said Brian Cody, VP of digital media at Waddell & Reed. “Having a single digital marketing suite creates greater efficiency for advisors in managing their client communications and marketing efforts. FMG Suite is a powerful solution that is meeting our advisors’ needs.”

Results

80

website migrations completed per month

78%

adoption of FMG Suite’s automated campaigns

1394

automated campaigns running on a monthly basis

461

emails sent per month

357

social posts published per month

47

Waddell & Reed original content available to all advisors

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