FMG Suite Becomes First Advisor Marketing Platform to Integrate with Wealthbox® CRM

The latest in a series of technology integrations helps advisors boost productivity and save time with automated two-way contact data sync

FMG Suite Becomes First Advisor Marketing Platform to Integrate with Wealthbox® CRM

August 19, 2019, San Diego, CA – FMG Suite, a private, equity-backed SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced a new integration with Wealthbox®, a web-and-mobile CRM application for financial professionals.

FMG Suite strives to enable a streamlined user experience for its advisors by integrating the tools they use every day. With this latest technology integration, advisors can easily import prospect and client contact data from Wealthbox CRM directly into FMG Suite, and quickly sync and segment their contacts for highly targeted digital marketing campaigns.

In addition, leads captured via FMG Suite-powered websites are automatically added to Wealthbox––ensuring advisors always have the most up-to-date contact details to which to market their services.

“We’re thrilled to partner with the team that makes Wealthbox®––a beautiful and modern CRM––to increase the impact of our advisors’ marketing efforts,” said Dave Christensen, FMG Suite’s Chief Product Officer. “CRM software is an essential tool in the modern financial advisor’s toolkit and this integration makes it easier than ever for our advisors to deliver remarkable experiences to even more clients,” he added.

“As the first advisor marketing platform to integrate with our CRM, we warmly welcome FMG Suite and its powerful, all-in-one marketing system into Wealthbox’s growing ecosystem,” said Wealthbox Chief Executive Officer John Rourke. “Wealthbox is on a product path to add marketing features in our CRM for advisors, and we plan to take this integration with FMG Suite even further in the future,” he added.

The announcement reinforces FMG Suite’s commitment to giving advisors more options that expand their digital marketing capabilities––from streamlining how contacts are managed and adding new content types to use in marketing campaigns. FMG Suite is proud to have completed integrations with solutions like Redtail, SalesForce, MarketingPro, Platinum Advisor Strategies and now Wealthbox, with further integrations planned in the next year.

About Wealthbox®

Wealthbox® is a leading CRM technology provider to financial advisors, RIA networks, and financial enterprise institutions. Known for its intuitive product design combined with powerful features, Wealthbox is made and operated by Starburst Labs, Inc. with offices in New York, NY and Providence, RI.

About FMG Suite

FMG Suite delivers the leading advisor marketing platform backed by an award-winning, FINRA-reviewed and compliance-ready content library. Powering the industry’s best websites, multimedia content, and communication tools for more than 40,000 advisors and insurance agents, FMG Suite helps them deepen relationships with clients, stay connected with prospects, and grow their businesses. Rated first in market share and customer satisfaction in the 2019 T3 Software Survey Report by Morningstar, FMG Suite solutions are designed to advance how advisors develop their marketing strategies and automate their most effective marketing tactics. FMG Suite is headquartered in San Diego, CA with satellite offices across the United States.

FMG Suite Press Contact

Solange Jacobs Randolph
Senior Marketing Director
solange@fmgsuite.com