It’s been a busy start to 2021! Here’s a look into what our team has been creating for our customers to continuously update the FMG Suite dashboard, tools, and content library.

Customizable Email Sequences

Our library now has customizable email sequences! Available topics include: Client Relationship Nurturing, Educational Investing Insights, Thinking About Retirement, and more! Queue them up from the Content Library, then change the dates, content, images and more – or send as is.

Customizable email sequences make it easy to keep your marketing running all year round. Set them up to target different groups of your contacts so everyone gets an engaging and valuable email from you weekly or monthly. Any edits you make will automatically go through your compliance and will send as scheduled once approved!


Canva Integration

Our new integration with Canva, an easy-to-use graphic design platform, allows anyone to create their own designs. Use their beautiful templates, or create something from scratch, and post to social media, use as blog thumbnails, or include in emails right from the dashboard. 

Canva makes it easy for anyone to become a graphic designer and easily create beautiful graphics. Plus, it’s free to use! Just create an account and you can see all your created designs in one place.


New Content Alert

With new content released weekly, there’s always something to share. This quarter we released:

  • Timely Emails (2021 Economic Outlook, COVID-19 Relief Bill Signed Into Law, SPACs Take Center Stage, Tax Season Begins)
  • Evergreen Content (Retiring in a Post-Pandemic World article,  Supporting Local Business in a Crisis video, How To Conquer the World – 5 Financial Strategies for Savvy Single Women infographic)
  • Social Posts (Tax Time social sequence, posts for St. Patrick’s Day, International Women’s Day, and more)
  • Presentations & Event Kits (2021 State of the Markets, 2021 Tax Strategies)
  • Holiday Greeting Cards for all your favorite celebrations


Dashboard Improvements

We made updates to our Greeting Card wizard, SEO toolkit, social media posting tool, Redtail integration, social integrations page, and email history to make them more modern and user-friendly. 

Want to Learn What Else is New?

Watch this webinar recording for a walk-though of our latest tools!

Schedule a demo with our team to learn how our new releases can help you grow your business.