NEWS AND UPDATES

Curator™ aims to humanize financial professionals through personalized AI-powered content

February 9, 2020 - SAN DIEGO, CA — FMG Suite, a SaaS company specializing in marketing software and services for financial professionals, today announced that its Curator™ product has been named a 2021 InvestmentNews Innovation Award finalist...

Fuse™ to Power Communication Throughout Customer Journey for All Locations

January 26, 2021 - SAN DIEGO, CA — Agency Revolution, an FMG Suite Company, serving independent insurance agents, today announced that HomeServices Insurance, a wholly-owned subsidiary of HomeServices of America, a Berkshire Hathaway affiliate, has signed an enterprise agreement for Fuse™, the company’s marketing automation platform. Under this agreement, HomeServices Insurance will use Fuse™ to power digital customer communications across its 26 locations. ...

Former Twenty Over Ten CMO to Spearhead Continuing Education Efforts for Financial Service Professionals Across Multiple Brands

January 26, 2021 - SAN DIEGO, CA - FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the appointment of Samantha Russell as Chief Evangelist...

FinTech Industry Leader Celebrates Four Years in Its Mission to Support Independent Financial Advisors and Enterprise Groups

STATE COLLEGE, PA , January 7, 2021 - Twenty Over Ten, an FMG Suite company, today announced the launch of a refreshed brand and revamped website at www.twentyoverten.com. Home to LeadPilot, Website Engine and Compliance Core, the new website offers a streamlined experience for financial professionals using the Twenty Over Ten product suite...

FMG Suite’s comprehensive marketing platform to support the growth strategies of its affiliated financial professionals

December 16, 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 Marketing Playbook––an enterprise-level marketing solution for Avantax Wealth Management℠ financial professionals...

Lead generation and website capabilities to round out FMG Suite’s platform

Agreement reaffirms commitment to a true end-to-end digital marketing solution for modern financial professionals

December 1, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced it has completed the acquisition of Twenty Over Ten, a company delivering a SaaS-based digital marketing platform for financial professionals....

Seasoned SMB and enterprise software executives join FMG Suite to expand market share and customer base

November 23, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the appointment of Patti Newcomer as its Chief Marketing Officer (CMO) and Rob Patrick as its Chief Sales Officer....

Nina Smith of Mitchell International joins Board of Directors to help guide the company through the next expansion phase

November 16, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the appointment of Nina Smith to its Board of Directors....

Accessibility Lock™ simplifies website accessibility for small business owners by keeping their websites compliant with ADA and WCAG 2.1 guidelines

November 10, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the launch of Accessibility Lock™, a website add-on to help ensure compliance and equal access to all the websites it powers...

Carson Coaching renews FMG Suite license agreement to deliver to its members the industry’s leading advisor marketing tools, services, and content

October 5, 2020 – San Diego, CA – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the renewal of its agreement with Carson Coaching, a leading national financial advisor coaching and resource program...

Prestigious Annual Awards Program Recognizes Standout Marketing, Advertising and Sales Technology Around the World

September 23, 2020, San Diego, CA – FMG Suite, a SaaS company specializing in cloud-based marketing software and services for financial services professionals and insurance agencies...

Investment led by Aurora Capital Partners to advance product development, speed entry to new verticals and drive penetration in insurance space

June 22, 2020, San Diego, CA – FMG Suite, a SaaS company specializing in cloud-based marketing software and services for financial services professionals and insurance agencies...

Ranking result of 2020 T3/Inside Information Advisor Software Survey of more than 5,000 advisors

March 25, 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...

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...

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.

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...

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, 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....

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...

San Diego, CA, November 9, 2016 — FMG Suite, a digital marketing company serving financial advisors and insurance agents, announced today that they have partnered with Yext Inc., the leader in location technology. Yext enables businesses to update and maintain location-related information across multiple websites, directories and listings with their patented Match & Lock™ technology...