FMG Suite Acquires Vestorly’s Retail Business

FMG Suite announces plans to integrate the content curation service into its platform while Vestorly continues development of its AI engine November 11, 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 agreement with Vestorly, an artificial intelligence (AI) content curation engine. Under the agreement, FMG Suite will acquire Vestorly’s client base and integrate the company’s artificial intelligence-powered content curation capabilities into the FMG Suite content library. Vestorly will continue to develop its AI capabilities and enhance its enterprise level offerings. The partnership also allows FMG Suite to enhance its content library with a new AI-powered content type, growing its already robust content library.  Vestorly clients who are new to FMG Suite will still enjoy Vestorly’s groundbreaking content curation service, now coupled with direct…

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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 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…

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FMG Suite Appoints New Chief Financial Officer During Period of Rapid Expansion

SaaS veteran Russ Clark joins the marketing services company from Certona Russ Clark, CFO 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. Clark brings more than 25 years of experience working with growth-oriented software and SaaS companies, including both larger, publicly-traded and smaller, private equity-backed organizations. Most recently he held CFO positions with San Diego-based Certona and Mitek Systems. In his new role with FMG Suite, he will be focused on driving operational efficiencies across the business as it expands its market share and customer base. “We’re very excited for Russ to join our team,” said Scott White, CEO of FMG Suite. “This period of transformation marks a pivotal point in our maturation as a company, and we’re confident that Russ can help us advance our…

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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. “With the acquisition of MarketingPro, FMG Suite has secured its place as the undisputed leader in content marketing solutions for financial advisors and their broker-dealers,” said FMG Suite CEO Scott White. “FMG Suite already had an amazing content library. With the addition of marketing content from MarketingPro and Platinum Advisor Strategies, including daily social posts, weekly emails, regular economic updates, quarterly print newsletters, monthly whitepapers, and a library of over 100 events, our…

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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 The acquisition was announced on July 30th, 2018 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. “Our customers have expressed to us their desire for more personalized consulting and guidance when it comes to implementing their marketing strategies,” said FMG Suite CEO, Scott White. “Bringing Platinum under our banner adds to our offering a group of experienced marketing consultants, as well as a vibrant content machine. Our clients will now have access to strategic consulting, branding and logo services, weekly email newsletters, quarterly print newsletters, checklists and invitations for over 100 different client appreciation and educational events, and other incredible services and content. ” Thomas and Robert Fross founded…

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FMG Suite Chosen as LPL Vendor Affinity Program’s Top Marketing and Social Media Domain

The Automated Marketing Suite for Financial Advisors Is Being Recognized For Its Contributions to LPL's Advisors’ Marketing Efforts FMG Suite, a comprehensive marketing suite for financial advisors and the industry’s leading marketing automation platform, has been chosen as the top Marketing and Social Media Domain serving LPL advisors as part of LPL’s Vendor Affinity Program. LPL advisors voted to determine the 2017 Vendors of the Year based on those that had the most impact and delivered the most value to their businesses. FMG Suite was selected by advisors as the top vendor in the Marketing category. “We value our relationship with LPL and their advisors, and are honored to receive this award,” said FMG Suite CEO, Scott White. “Our mission is to help advisors build their business through extraordinary marketing. Our technology automates their email and social media marketing. Our beautiful websites elevate their brands and help them standout from the crowd. Our high-quality…

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FMG Suite Expands into Insurance Vertical with Purchase of Agency Revolution

FMG Suite, the leading marketing software solution for financial advisors, announces the recent acquisition of Agency Revolution, the company responsible for Connect, the premier automated client communication software for insurance agents and brokers. By combining resources, FMG Suite and Agency Revolution will now be the leading software solution for automated marketing in two service verticals. Agency Revolution will remain in Bend, Oregon, where the company was started almost 20 years ago. FMG Suite now has offices in San Diego, Bend, Salt Lake City, Duluth, and Pismo Beach.   “The Agency Revolution team has not only created a great product but has also fostered incredible client relationships by helping their users dramatically increase retention with consistent automated communications,” said Scott White, President of FMG Suite. The acquisition has given Agency Revolution access to FMG Suite’s horsepower and resources.  Agency Revolution’s customers will see the impact of this…

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FMG Suite Local Listings Press Release

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. FMG Suite has integrated this technology into their Marketing Suite to provide a comprehensive solution for financial professionals to manage their online presence and keep their location information accurate and up-to-date. The motivation behind releasing this new tool comes from the inconsistencies many business owners were seeing with their location data. Between the multitude of sites like Yelp, Bing, Google, Yahoo, and many more, it can be nearly impossible to monitor these listings. In fact, two-thirds of business listings have incorrect info listed, which can lead to a decrease in sales and…

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FMG Suite Announces Redtail Technology Integration

San Diego, CA, August 3, 2016 — FMG Suite, a digital marketing company serving financial advisors and insurance agents, announced today that it is integrating its platform with Redtail Technology, a leading client relationship management software for financial services firms. “With Redtail integration, our clients will be able to seamlessly sync their contacts in Redtail with their FMG Suite dashboard, making it simple to start a professional marketing campaign for those contacts,” says FMG Suite’s Vice President of Marketing, Heidi Saucier. “Our reach continues to grow, and we’re excited about expanding our partnership with Redtail.” By connecting with Redtail’s latest version, Tailwag, FMG Suite users can automatically drop prospects who fill out their website forms into their Redtail Tailwag to keep their leads in one organized place. They can also sync their contacts and manage their email and social campaigns with a few clicks of a button, ensuring they stay connected with their…

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LPL Financial Selects FMG Suite for New Vendor Affinity Program

Inbound Marketing Solution Available to Thousands of Financial Advisors SAN DIEGO, Calif., January 4, 2015 - FMG Suite, a leader in digital marketing for financial advisors, has been selected by LPL Financial for its new Vendor Affinity Program. LPL Financial is the nation’s largest independent broker-dealer and a custodian of more than 14,000 registered investment advisors. Many financial advisors struggle with digital marketing, such as social media and email campaigns, and FMG Suite offers a total inbound marketing solution designed to increase referrals and leads through five integrated digital tools. About the Vendor Affinity Program The Vendor Affinity Program is a new initiative designed to help advisors reduce the complexity and cost of running their businesses. The program offers a centralized repository of vendors who have been reviewed by LPL and have agreed to provide their products and services to LPL Financial advisors at discounted prices. FMG Suite is currently…

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