FMG Suite Adds New AI-Powered Content and Announces Record Business Growth
Company’s rapid expansion attributable to strong organic sales growth, strategic acquisitions, significant product investments, and new enterprise license agreements
February 19, 2020, San Diego, CA – FMG Suite, LLC, a private San Diego-based company delivering the leading cloud-based marketing automation platform for financial service professionals, today announced the addition of Curator™––an artificial intelligence-powered engine––to its content library...
FMG SUITE LAUNCHES MARKETINGCENTRAL FOR CETERA FINANCIAL GROUP
Modern marketing solution helps advisors grow AUM with powerful digital marketing tools and a robust content library
January 27, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced that it has launched MarketingCentral by Cetera®––an enterprise solution that delivers a comprehensive marketing platform to help Cetera Financial Group’s network of financial advisors compete in a crowded landscape.
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
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 Appoints New Chief Financial Officer During Period of Rapid Expansion
SaaS veteran Russ Clark joins the marketing services company from Certona
July 15, 2019, San Diego, CA – FMG Suite, a rapidly-growing SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the appointment of Russ Clark as its new Chief Financial Officer...
FMG Suite Announces Acquisition of MarketingPro
FMG Suite, a leader in marketing solutions for financial advisors and insurance agents, has acquired MarketingPro, a leader in content marketing for financial advisors.
SAN DIEGO (PRWEB) SEPTEMBER 04, 2018 – FMG Suite, a rapidly-growing SaaS fintech company, has made several significant acquisitions in the last 24 months. The latest, MarketingPro, brings into the FMG Suite family a leading marketing automation platform with the largest compliance-friendly content library in the industry....
FMG Suite Announces Acquisition of Platinum Advisor Strategies
The Premier All-in-One Marketing Suite for Financial Advisors Is Joining Forces With the Top Strategic Marketing Firm for Financial Advisors
July 30th, 2018 – The acquisition was announced by FMG Suite’s CEO, Scott White, and the Co-Founders of Platinum Advisor Strategies, Thomas Fross and Robert Fross, who will remain on board in an advisory capacity...