SmartOffice CRM helps advisors analyze and manage customer data efficiently. FMG Suite delivers a comprehensive marketing system that’s perfectly tuned to the needs of your business, with the right mix of content, marketing tools, and support. The combined offering makes marketing and customer communication more efficient and effective.

Watch the webinar today to see a live demo of the integration. You’ll see how easy it is to:

  • Integrate SmartOffice and FMG Suite platforms
  • Sync contacts from your CRM into your marketing platform
  • Manage contact records and create list segments
  • Send automated email campaigns

After the webinar, you’ll be ready to drive better business results in 2020 and beyond.