AI Tools that Save You Time

FMG’s AI tools are built directly into all aspects of the platform to help advisors save time where it matters most. Whether it’s writing content, staying compliant, or getting instant support, our AI tools help you get it done better and faster.

1

Create content faster—with your voice

Generate emails, blog posts, and social content with just a few inputs. Muse ensures your content is polished, consistent, and aligned with your unique tone.

2

Stay compliant—before you submit

AI-powered content checks flag potential compliance issues in real time—helping reduce rejections, minimize edits, and accelerate approvals.

3

Help is always just a click away

A conversational assistant built into the platform to answer questions instantly—no searching, no waiting.

Our Approach to AI

At FMG, we believe AI should simplify—not complicate—your marketing. That’s why our tools are thoughtfully embedded into the platform, purpose-built for financial professionals, and aligned with compliance standards. We focus on practical, responsible innovation that helps advisors move faster, stay on brand, and remain in control.

Unleash Creativity

Write Smarter, Share Faster

Leverage our AI-powered tool, Muse, to quickly create high-quality marketing content—without losing your unique voice. From emails to social captions, Muse generates full drafts based on your tone, topic, and goals, delivering professional, on-brand messaging that’s ready for compliance review.

Streamline Compliance

Catch Issues Early, Review Less

Overwatch delivers real-time compliance guidance while advisors are drafting content. It flags potentially risky language before submission—minimizing rework, speeding up approvals, and supporting alignment with FINRA and SEC standards.

Expand Adoption

Answers When—and Where—You Need Them

Sidekick is your AI-powered assistant, ready to answer questions right inside the FMG platform. Whether it’s product help or marketing advice, Sidekick keeps advisors moving with instant support and a seamless connection to live help when needed.

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